Senior Financial Planning Specialist

4 weeks ago


St Helens, St. Helens, United Kingdom Premier Jobs UK Limited Full time

Key Responsibilities:

As a Senior Financial Planning Specialist, you will be responsible for servicing a portfolio of existing clients and undertaking their ongoing financial planning reviews. You will also be expected to generate new business opportunities, whether through referrals, building relationships with introducers, or utilizing marketing materials on social media.

Requirements:

  • Minimum Level 4 Diploma in Financial Advice
  • Experience as a Financial Advisor and CAS status
  • Ability to be proactive in generating new business opportunities
  • Outstanding communication skills and ability to foster long-term relationships

Benefits:

  • Salary of up to £60,000 with OTE of £85,000
  • 35 hour working week
  • Hybrid working with up to 2 days from home
  • 23 days annual leave + Bank holidays as standard
  • Back-office support
  • Company-funded life assurance cover and attractive pension scheme
  • Fee-free financial advice, including mortgages and insurance


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