Home Based Financial Advisor

4 weeks ago


Worcester, Worcestershire, United Kingdom Premier Jobs UK Limited Full time
About the Role

We are seeking a skilled Home Based Financial Advisor to join our team in Worcester. As a Financial Advisor, you will be responsible for delivering high-quality financial advice to clients, while also building your portfolio through proactive activities.

This is an exciting opportunity to join a respected IFA firm, known for their commitment to excellence and customer satisfaction. Our ideal candidate will be a motivated and enthusiastic individual, with excellent communication skills and a passion for delivering outstanding results.

You will be responsible for understanding your clients' current and future goals, and designing tailored strategies to meet their objectives. You will deliver advice to clients through a combination of in-person meetings, virtual consultations via Microsoft Teams, and regional office visits.

To succeed in this role, you should have a proven track record of converting business opportunities, a Level 4 Diploma qualification in Financial Advice, and CAS status for financial planning advice.

Requirements
  • A Level 4 Diploma qualification in Financial Advice.
  • CAS status for financial planning advice.
  • A proven track record of converting business opportunities.


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