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Financial Planning Specialist
2 months ago
We are seeking an experienced Financial Advisor to join our team on a home-based basis. As a Financial Advisor, you will be responsible for providing financial planning advice to clients, utilizing your expertise to design strategies that meet their objectives.
Key Responsibilities:- Deliver financial planning advice to clients through a combination of in-person meetings, virtual sessions, and phone calls.
- Service existing client relationships, including reviewing and updating financial plans as needed.
- Identify and pursue new business opportunities through company marketing initiatives and proactive activities.
- Collaborate with internal teams, including Administrators, Paraplanners, and Compliance Managers, to ensure seamless support and back-office services.
- Level 4 Diploma qualification in Financial Planning and CAS status for financial planning advice.
- Proven track record of converting business opportunities and a strong understanding of financial planning principles.
- Chartered status or close to achieving it is preferred.
- Competitive salary of £40,000 - £75,000, depending on experience and qualifications.
- Holiday pay, phone, laptop, and bonus structure to enable excellent OTE.
- Home-based role with travel to meet clients in person and use of regional offices if preferred.
- Self-employed option available for those who prefer.
