Senior Financial Planning Specialist

4 weeks ago


Chatham, Kent, United Kingdom Premier Jobs UK Full time

Job Summary: We are seeking an experienced Financial Advisor to join our team at Premier Jobs UK. As a Senior Financial Planning Specialist, you will be responsible for providing high-quality, long-term advice to clients with assets of £200k - £500k. You will benefit from our established infrastructure, which includes excellent back office support, proven lead support, and a full training and development plan to support your ongoing progression.

Key Responsibilities:

  • Undertake a review of clients' financial planning needs and provide quality advice.
  • Grow your client bank through self-generation and referrals.
  • Benefit from our established infrastructure, including back office support, lead support, and training and development opportunities.

Requirements:

  • Some experience as a Financial Advisor.
  • Full Level 4 Diploma in Financial Planning or equivalent.
  • Ability to uphold the ethics of putting the client first.

About Us: Premier Jobs UK is a leading recruitment agency specializing in financial services. We offer a supportive and collaborative work environment, with opportunities for career advancement and professional development.



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