Financial Services Consultant

1 day ago


Basingstoke, Hampshire, United Kingdom Premier Jobs UK Limited Full time
Employed Financial Advisor Role

Join a respected IFA firm as a financial advisor, working from home with quality leads and existing clients. This employed job opportunity is based near Newbury / Andover / Basingstoke.

Your goal is to understand clients' current and future goals, designing strategies that match their objectives. Alongside servicing provided clients, convert business opportunities through company marketing initiatives and build the portfolio through proactive activities such as referrals, networking, and social media engagement.

You will deliver advice to clients through in-person meetings, Microsoft Teams, or regional offices. Requirements include a Level 4 Diploma in Financial Advice with CAS status and a proven track record in converting business opportunities. Full back office support and training towards Chartered status are provided.

This role offers a salary of £42,000 - £72,000 subject to experience and qualifications, plus holiday pay, phone, laptop, and bonus structure. Work from home with travel to meet clients or use regional offices.

Key benefits include a competitive salary, full back office support, and opportunities for career advancement.

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