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Financial Planning Specialist

4 weeks ago

Chatham, Kent, United Kingdom Premier Jobs UK Limited Full time
Financial Advisor Opportunity

We are seeking an experienced Financial Advisor to join our team at Premier Jobs UK Limited. As a Financial Advisor, you will be responsible for providing high-quality financial planning and advice to our clients.

About the Role

This is an excellent opportunity for a motivated and experienced Financial Advisor to take their career to the next level. You will benefit from a established infrastructure, including excellent back office support, proven lead support, and support towards your Chartered exams.

Key Responsibilities
  • Provide financial planning and advice to clients
  • Review and analyze clients' financial situations and provide recommendations
  • Develop and implement financial plans to meet clients' goals and objectives
  • Build and maintain strong relationships with clients
  • Stay up-to-date with industry developments and best practices
Requirements

To be successful in this role, you will need:

  • Some experience as a Financial Advisor
  • Full Level 4 Diploma in Financial Planning or equivalent
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team
What We Offer

We offer a competitive salary of £40,000 - £50,000 with a Year 1 OTE of £75,000 and Year 2 OTE of £100,000+. You will also receive a car allowance and additional annual bonus upon achieving targets.

Working from our impressive offices in Chatham, Kent, you will have the opportunity to work with a friendly and professional team.