Financial Services Specialist
3 weeks ago
Company Overview
Premier Jobs UK presents a unique opportunity for an experienced Financial Advisor to join a highly respected IFA firm based in Birmingham. This home-based role offers quality leads, existing clients, and the chance to grow your portfolio through proactive activities.
The business provides comprehensive back office support, allowing you to focus on delivering exceptional client service and building strong relationships. With a proven track record in converting business opportunities, you will be well-equipped to succeed in this position.
Job DescriptionAs a Financial Advisor, you will work with existing clients to understand their current and future goals, designing strategies that match their objectives. You will also look to convert business opportunities provided by the company's marketing initiatives, as well as build your portfolio through networking, referrals, and social media.
You will deliver advice to clients via a combination of in-person meetings, Microsoft Teams sessions, and company regional offices. The successful candidate will have a Level 4 Diploma qualification in Financial Advice and CAS status for financial planning advice.
Required Skills and Qualifications- Level 4 Diploma qualified Financial Advisor with CAS status for financial planning advice.
- Proven track record in converting business opportunities.
- Individuals close to Chartered status preferred.
- Salary of £50,000 - £75,000 subject to experience and qualifications.
- Holiday pay, phone, laptop, and bonus structure to enable excellent OTE.
- Home-based role with travel to meet clients in person and use of regional offices if preferred.
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