Experienced Home-Based Financial Planner

4 weeks ago


Blackpool, Blackpool, United Kingdom Premier Jobs UK Limited Full time

**Unique Opportunity for a Skilled Financial Advisor**

We are seeking an experienced Financial Advisor to join our team in Blackpool, working from the comfort of your own home. As a key member of our Independent Financial Advisory firm, you will be responsible for providing expert advice to clients and growing your portfolio through proactive activities.

**About the Role**

  • As a Level 4 Diploma qualified Financial Advisor with CAS status for financial planning advice, you will have the opportunity to work with a diverse range of clients and develop your skills in converting business opportunities.
  • You will deliver advice to clients through a mixture of in-person meetings at their homes or business premises, virtual meetings via Microsoft Teams, or from one of our regional offices.

**What We Offer**

  • A competitive salary of £60,000 per annum, subject to experience and qualifications, plus holiday pay, phone, laptop, and bonus structure to enable excellent OTE.
  • Full and comprehensive back office support, including specialist Administrators, Paraplanners, and Compliance Managers to undertake research, report writing, and client investment management reviews.
  • Training and Development opportunities, including in-house training programmes and support towards becoming a Chartered Financial Planner.
  • The option to work on a self-employed basis, if preferred.

**Requirements**

  • Proven track record in converting business opportunities.
  • Demonstrable ability to understand clients' current and future goals and design easy-to-understand strategies matching their objectives.
  • Excellent communication and interpersonal skills.

**Benefits**

Blackpool is a vibrant and attractive location, offering a great quality of life. If you are a motivated and experienced Financial Advisor looking for a new challenge, we encourage you to apply.



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