Senior Financial Planner
2 weeks ago
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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