Leading Financial Planning Specialist

2 weeks ago


Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full time

Job Overview

We are seeking an experienced Financial Advisor to join our team in Birmingham. The successful candidate will be responsible for delivering high-quality financial advice to clients and identifying new business opportunities.

Key Responsibilities:

  • To service existing clients and identify new business opportunities.
  • To design and implement tailored financial plans to meet client objectives.
  • To build relationships with clients and prospects through effective communication and relationship-building skills.

Requirements:

  • A Level 4 Diploma in Financial Advice with CAS status for financial planning advice.
  • A proven track record in converting business opportunities.
  • Closing in on Chartered status would be preferred.

Benefits:

  • A salary of £50,000 - £75,000 subject to experience and qualifications.
  • Holiday pay, phone, laptop, and bonus structure to enable excellent OTE.
  • A home-based role with travel to meet clients and use of regional offices if preferred.


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