Diploma Qualified Advisor

5 days ago


Aston Fields, United Kingdom Premier Jobs UK Limited Full time
Job Description
As a Junior Financial Adviser, you will conduct in-depth annual reviews of clients' financial circumstances, reviewing their current arrangements and identifying future objectives. You will provide ongoing annual servicing to existing clients, maintaining and building client relationships while spotting new business opportunities.

The role requires a positive approach towards technology, with confidence in communicating with clients via video conferencing. You must hold a full Level 4 Diploma in Financial Planning or equivalent and be proactive in identifying new business opportunities. Our team has access to in-house training programmes and support towards becoming a Chartered Financial Planner, enabling you to develop your skills and expertise.

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