Financial Services Professional
2 weeks ago
We are seeking a skilled Financial Advisor to join our team on a home-based basis. As a Financial Advisor, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their financial goals and objectives.
Key Responsibilities:
- Deliver financial planning advice to clients through a combination of in-person meetings, virtual consultations, and phone calls.
- Build and maintain relationships with existing clients, providing ongoing support and guidance to help them achieve their financial objectives.
- Identify and pursue new business opportunities, working closely with our marketing team to develop and implement effective marketing strategies.
- Stay up-to-date with industry developments and regulatory changes, ensuring that our clients receive the highest level of service and advice.
Requirements:
- Level 4 Diploma in Financial Planning or equivalent qualification.
- CAS status for financial planning advice.
- Proven track record of delivering high-quality financial planning advice and building strong relationships with clients.
What We Offer:
- A competitive salary and benefits package.
- The opportunity to work from home and achieve a better work-life balance.
- Ongoing training and development to help you stay up-to-date with industry developments and best practices.
About Us:
Premier Jobs UK Limited is a leading provider of financial services, dedicated to helping our clients achieve their financial goals and objectives. We are committed to delivering exceptional service and advice, and we are seeking a skilled Financial Advisor to join our team.
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