Leading Financial Planning Specialist
2 weeks ago
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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