Financial Planner

3 weeks ago

Basingstoke, Hampshire, United Kingdom Premier Jobs UK Limited Full time
Job Opportunity: Financial Adviser

We are seeking a skilled and experienced Financial Adviser to join our team at Premier Jobs UK Limited. As a Financial Adviser, you will be responsible for providing holistic financial planning advice to clients, growing their client bank, and working as part of a highly respected name within Financial Services.

Key Responsibilities:
  • Provide financial planning advice to clients, focusing on building long-term relationships and growing their client bank.
  • Work with a qualified and effective team of Paraplanners to ensure high-quality advice is provided.
  • Proactively seek new business opportunities and referrals to grow the client bank.
  • Meet with clients face-to-face and work from home, with a typical split of 3 days per week out meeting clients and 2 days from home.
Requirements:
  • Hold a minimum Level 4 Diploma in Financial Advice.
  • Be holding or working towards Chartered status, preferably with AF7.
  • Have a current Financial Adviser qualification and be comfortable undertaking business development activities.
Benefits:
  • Salary of £55,000 - £70,000 dependent upon experience, plus bonuses.
  • Company benefits including PMI, income protection, 4x DIS, critical illness, pension, and car allowance of £4,400 pa.
  • Home based role covering clients across Hampshire and Surrey.
Location:

Hampshire, Surrey

Please note that whilst we strive to ensure the accuracy of the information provided, we give no representation or warranty in respect of such information. No liability is accepted for any loss or damage which may arise out of any person relying on or using any information.

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