Financial Planning Consultant

3 weeks ago


Basingstoke, Hampshire, United Kingdom Premier Jobs UK Limited Full time £40,000 - £75,000

We are seeking a seasoned Financial Planner to join our esteemed team at Premier Jobs UK Limited. As a Financial Advisor, you will be responsible for servicing existing clients and converting business opportunities provided by company marketing initiatives.

Key Responsibilities:
  • Deliver expert financial advice to clients through a mix of in-person meetings, virtual consultations via Microsoft Teams, or regional office visits
  • Built a portfolio of clients through proactive activities, including networking, referrals, and social media engagement

In this unique opportunity, you will have the freedom to work from home while enjoying quality leads and an existing client bank to take over servicing. Our highly respected IFA firm is committed to continually improving its client proposition and has been featured in industry press for its success.

The ideal candidate should possess a Level 4 Diploma qualification as a Financial Advisor with CAS status for financial planning advice. A proven track record in converting business opportunities and close proximity to Chartered status are also essential requirements.

We offer a competitive salary of £40,000 - £75,000 based on experience and qualifications, along with holiday pay, phone, laptop, and a bonus structure to enable excellent OTE. The role offers a self-employed option, if preferred, and can be based in Newbury, Andover, or Basingstoke areas.



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