Home-Based Financial Advisor Role

3 days ago


Worcester, Worcestershire, United Kingdom Premier Jobs UK Limited Full time £50,000 - £75,000
Home-Based Financial Services Role
Premier Jobs UK Limited is seeking an experienced Home-Based Financial Services Professional to join their team in Worcester. In this role, you will have the opportunity to provide expert financial planning advice to clients and contribute to the company's mission of delivering exceptional client services.

Compensation and Benefits
The estimated salary for this role is £60,000 (average of £50,000 - £75,000) subject to experience and qualifications, with additional benefits including holiday pay, phone, laptop, and bonus structure for excellent OTE.

Job Responsibilities
Your key responsibilities will include servicing existing clients with provided leads, understanding current and future goals, and designing strategies to match objectives. You will also be responsible for delivering advice through in-person visits, Microsoft Teams, or regional offices, as well as proactively converting business opportunities and building portfolio through referrals, networking, and social media.

Requirements
To be successful in this role, you will need to possess a Level 4 Diploma qualification in Financial Advice with CAS status for financial planning advice. Additionally, you should have a proven track record in converting business opportunities and hold Chartered status, although this is not mandatory.

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