Financial Planner

1 month ago


Basingstoke, United Kingdom Premier Jobs UK Full time
Job Title: Financial Adviser

This is an exciting opportunity to join a multi-award winning national financial advice business as a Financial Adviser. As a key member of the team, you will be responsible for providing holistic financial planning advice to clients across Hampshire and Surrey.

About the Role

We are seeking an experienced Financial Adviser who is currently holding Chartered status or working towards this. You will be provided with some existing client generating recurring income, which you will focus on growing through referrals and business development activities.

Key Responsibilities
  • Provide financial planning advice to clients across Hampshire and Surrey
  • Grow the client bank through referrals and business development activities
  • Work closely with a qualified and effective team of Paraplanners to ensure quality advice is provided
  • Meet with clients face-to-face circa 3 days per week and work from home on other days
Requirements
  • Minimum Level 4 Diploma in Financial Advice
  • Chartered status or working towards this, preferably with AF7
  • Experience as a Financial Adviser with a proven track record of business development
  • Ability to build long-term relationships with clients
Company Benefits
  • Salary of £55,000 - £70,000 dependent upon experience plus bonuses
  • Company benefits including PMI, income protection, 4x DIS, critical illness, pension and car allowance of £4,400 pa
  • Home based role with the opportunity to work with a highly respected name within Financial Services
Locations

Hampshire, Surrey



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