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Financial Advisor

2 months ago

Barnstaple, Devon, United Kingdom Premier Jobs UK Limited Full time
About the Role

We are seeking an experienced Financial Advisor to join our team at Premier Jobs UK Limited. As an Independent Financial Adviser, you will be responsible for providing expert financial planning advice to clients in the Barnstaple area.

Key Responsibilities
  • Deliver financial planning advice to clients through a mixture of in-person meetings, virtual consultations, and phone calls.
  • Build and maintain relationships with existing clients, as well as identify new business opportunities.
  • Work closely with our team to provide comprehensive support and services to clients.
  • Stay up-to-date with industry developments and best practices to ensure the highest level of service.
Requirements
  • Level 4 Diploma qualified Financial Advisor with CAS status for financial planning advice.
  • Proven track record of converting business opportunities.
  • Chartered status or close to achieving it.
What We Offer
  • Competitive salary of £50,000 - £75,000, depending on experience and qualifications.
  • Full and comprehensive back office support, including specialist administrators, paraplanners, and compliance managers.
  • Training and development opportunities to become a Chartered Financial Planner.
  • Self-employed option available for those who prefer it.