Home-Based Wealth Advisor
1 day ago
Unlock Your Potential as a Home-Based Wealth Advisor: Are you a skilled Financial Advisor looking to leverage your expertise in a dynamic, employed role? Do you thrive in a home-based environment with flexibility to balance your personal and professional life?
">About the Opportunity: Premier Jobs UK Limited invites applications for a Level 4 Diploma qualified Financial Advisor with CAS status for financial planning advice to join our esteemed team. As a Financial Advisor, you will deliver personalized financial advice to clients, leveraging your skills to create tailored strategies that align with their objectives.
">Your Key Responsibilities: As a valued member of our team, you will:
">- Conduct client meetings to understand their financial needs and goals">
- Develop and implement customized investment plans to meet clients' objectives">
- Stay up-to-date with market trends and regulatory requirements to provide informed advice">
- Foster strong relationships with clients to deliver exceptional service and retain business">
We Offer: A competitive salary of £50,000 - £75,000 per annum, subject to experience and qualifications, plus comprehensive back office support, including specialists in administration, paraplanning, and compliance management. Our Financial Advisors also enjoy access to in-house training programs and support towards achieving Chartered Financial Planner status.
">Self-Employed Option Available: If you prefer working independently, we offer self-employment arrangements, providing you with the autonomy to manage your practice while maintaining the support of our network.
">Liability Disclaimer: While Premier Jobs UK strives to ensure the accuracy of our adverts, we disclaim any representation or warranty regarding the information provided. Any reliance on this information is at the individual's risk.
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