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Executive Financial Planner

1 month ago

Worcester, Worcestershire, United Kingdom Premier Jobs UK Limited Full time

Company Overview

Premier Jobs UK Limited is a highly respected IFA firm that continually improves its client proposition and features in the industry press for its success.

The business typically provides an existing client bank to takeover servicing, either from an internal change or a retiring Adviser. As an Executive Financial Planner, your goal is to understand clients' current and future goals and design easy-to-understand strategies matching their objectives.

Salary

£50,000 - £75,000 per annum, subject to experience and qualifications.

Job Description

As an Executive Financial Planner, you will deliver advice to clients through a mixture of in-person meetings at their home or business premises, virtually via Microsoft Teams, or in one of the company's regional offices.

Your key responsibilities include:

  • Servicing existing clients and understanding their current and future goals
  • Designing strategies to match clients' objectives
  • Converting business opportunities provided by the company's marketing initiatives
  • Building the portfolio through proactive activities, including asking for referrals, networking, and utilizing social media

Required Skills and Qualifications

To be successful as an Executive Financial Planner, you should have:

  • A Level 4 Diploma qualification in Financial Planning
  • CAS status for financial planning advice
  • A proven track record in converting business opportunities
  • A willingness to learn and develop your skills

Benefits

You will receive:

  • A salary of £50,000 - £75,000 per annum, subject to experience and qualifications
  • Holiday pay
  • A phone and laptop
  • A bonus structure to enable excellent on-target earnings

Others

The role is home-based with travel to meet clients in person and the use of regional offices if preferred. A self-employed option is also available if desired.