Financial Services Professional

4 weeks ago


Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full time
Financial Advisor Opportunity

We are seeking an experienced Financial Advisor to join our team in Birmingham. As a Financial Advisor, you will be responsible for providing expert financial planning advice to clients, helping them achieve their financial goals and objectives.

Key Responsibilities:
  • Deliver financial planning advice to clients through a mixture of in-person meetings, virtual consultations, and phone calls.
  • Build and maintain relationships with existing clients, identifying opportunities to increase revenue and grow the client base.
  • Develop and implement financial plans tailored to individual client needs, including investment strategies, retirement planning, and wealth management.
  • Stay up-to-date with industry developments, regulatory changes, and market trends to ensure clients receive the best possible advice.
  • Collaborate with internal teams, including administrators, paraplanners, and compliance managers, to ensure seamless delivery of services.
Requirements:
  • Level 4 Diploma in Financial Planning or equivalent qualification.
  • CAS status for financial planning advice.
  • Proven track record of converting business opportunities into revenue-generating relationships.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong analytical and problem-solving skills, with the ability to interpret complex financial data and develop effective solutions.
What We Offer:
  • Competitive salary of £50,000 - £75,000, depending on experience and qualifications.
  • Full and comprehensive back office support, including administrators, paraplanners, and compliance managers.
  • Opportunities for training and development, including in-house training programs and support towards becoming a Chartered Financial Planner.
  • Home-based role with travel to meet clients in person and use of regional offices if preferred.

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