Senior Financial Planning Advisor
2 weeks ago
We are seeking an experienced Financial Advisor to join our team at Premier Jobs UK Limited.
The ideal candidate will have a strong background in financial planning and a proven track record of delivering high-quality advice to clients.
This is a fantastic opportunity to work with a reputable IFA firm that values its employees and provides comprehensive support.
As a Financial Advisor, you will be responsible for servicing existing clients, building new relationships, and delivering advice through a combination of face-to-face meetings, virtual sessions, and phone calls.
Key Responsibilities:
- Maintain and develop a portfolio of existing clients, providing ongoing financial planning advice and guidance.
- Build new relationships with potential clients, identifying opportunities for business growth and development.
- Deliver high-quality advice to clients, ensuring that their financial needs are met and exceeded.
- Work closely 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.
- Strong background in financial planning and a proven track record of delivering high-quality advice.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
What We Offer:
- Competitive salary of £50,000 - £75,000, depending on experience and qualifications.
- Comprehensive back office support, including specialist administrators, paraplanners, and compliance managers.
- Ongoing training and development opportunities, including access to in-house training programmes and support towards becoming a Chartered Financial Planner.
Location:
Worcester
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