Senior Financial Planner
2 days ago
As a seasoned Financial Advisor, you will play a pivotal role in providing expert financial planning advice to clients based from home in Worcester. Premier Jobs UK Limited is seeking an experienced professional to join their team and contribute to the company's mission of delivering exceptional client services.
Compensation Package
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.
About the Role
This is an exciting opportunity for a highly motivated and skilled Financial Advisor to work independently in a home-based setting while still enjoying the benefits of being part of a reputable organization. With full back office support from specialist Administrators, Paraplanners, Compliance Managers, you will be able to focus on delivering high-quality financial advice to clients.
Key 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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