Diploma Qualified Financial Adviser

3 weeks ago


Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Limited Full time
Junior Financial Advisor Opportunity

We are recruiting a Junior Financial Advisor to join our team in Bromsgrove. The successful candidate will provide ongoing annual servicing to existing clients, reviewing their financial circumstances and identifying future objectives.

The ideal candidate will hold full Level 4 Diploma in Financial Planning or equivalent and have a positive approach towards technology. You will be confident talking to clients via video conferencing and proactive in spotting new business opportunities.

Responsibilities and Benefits
  • Annual reviews of clients' financial circumstances
  • Maintaining and building client relationships
  • Spotting new business opportunities

We offer a competitive salary of £30,000 - £35,000 subject to experience and qualifications, plus a discretionary annual bonus following completion of a year's service. Additionally, you will receive flexible working with good holiday allowance and option to buy and sell holidays, contributory pension scheme, and death-in-service benefit.



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