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Financial Planning Specialist

2 months ago

Rickmansworth, Hertfordshire, United Kingdom Premier Jobs UK Limited Full time
Financial Adviser Role Overview

We are seeking an experienced Financial Adviser to join our team at Premier Jobs UK Limited. This is an exciting opportunity to take on a new challenge and contribute to the growth of our business.

Key Responsibilities:

* Onboard and takeover recently acquired clients
* Establish excellent rapport with clients and understand their current and future needs
* Identify new business opportunities and prioritize client retention
* Collaborate with our support team, consisting of Paraplanners and Administrators, to ensure seamless client service

Requirements:

* Full Level 4 Diploma in Financial Planning or equivalent
* Current Financial Adviser with experience in taking over and retaining acquired clients
* Ability to bring or generate circa £5m+ of FuM
* Comfortable with a reasonable level of travelling during the early integration phase

What We Offer:

* Back office support from our experienced team
* Opportunity to work with a growing IFA firm actively undertaking acquisitions
* Chance to establish a strong reputation as a Financial Adviser

If you are a motivated and experienced Financial Adviser looking for a new challenge, please apply for this exciting opportunity.