Financial Planning Specialist

3 weeks ago


Blackpool, Blackpool, United Kingdom Premier Jobs UK Limited Full time

**Deliver Exceptional Client Service with Premier Jobs UK Limited**

We are seeking a skilled Financial Planning Specialist to join our team in Blackpool. As a Home-Based IFA Opportunity, you will have the flexibility to work from home while enjoying the benefits of a employed role, complete with quality leads and existing clients provided.

Our client is a highly respected IFA firm that is continually improving their client proposition and features in the industry press for their success. You will have the opportunity to takeover servicing an existing client bank, either from an internal change or a retiring Adviser.

**Key Responsibilities:**

  • Understand client goals and design easy to understand strategies to match their objectives.
  • Service clients through a mixture of in-person, virtually by Microsoft Teams, or in one of the company's regional offices.
  • Utilise proactive activities to build the portfolio, including asking for referrals, networking, and social media.

**Requirements:**

  • Level 4 Diploma qualified Financial Advisor with CAS status for financial planning advice.
  • Our client is happy to consider individuals relatively early in their advising career, through to highly experienced.
  • Proven, demonstrable track record in being a successful Financial Advisor.


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