Senior Financial Planner

2 weeks ago


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

Financial Advisor Opportunity

We are seeking a skilled Financial Advisor to join our team at Premier Jobs UK Limited. As a Financial Advisor, you will be responsible for providing expert financial planning advice to clients, helping them achieve their financial goals.

Key Responsibilities:

  • Deliver financial planning advice to clients through a mixture of in-person, virtual, and phone-based meetings
  • Build and maintain relationships with existing clients, identifying opportunities to increase business and expand the client base
  • Develop and implement strategies to convert business opportunities and grow the portfolio
  • Collaborate with the support team to ensure seamless delivery of services to clients

Requirements:

  • Level 4 Diploma qualified Financial Advisor with CAS status for financial planning advice
  • Proven track record in converting business opportunities and growing the portfolio
  • Strong communication and interpersonal skills, with the ability to build rapport with clients and colleagues
  • Ability to work independently and as part of a team, with a strong focus on delivering exceptional client service

Benefits:

  • Competitive salary of £50,000 - £75,000, subject to experience and qualifications
  • Full and comprehensive back office support, including specialist administrators, paraplanners, and compliance managers
  • Opportunities for training and development, including in-house training programs and support towards becoming a Chartered Financial Planner

Location:

Birmingham



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