Senior Financial Advisor Position

3 days ago


Barnstaple, Devon, United Kingdom Premier Jobs UK Full time

Pursue a fulfilling career as a senior financial advisor with our prestigious company in Barnstaple. This is an exciting opportunity for experienced professionals to join our team on a full-time employed basis, working from home with high-quality leads and existing clients provided.

About the Firm

We are a leading IFA firm constantly striving to enhance our client proposition and receiving recognition in the industry press for our achievements. This position presents a unique chance to be part of a talented team, utilizing your expertise to achieve outstanding results.

The ideal candidate will possess a proven ability to convert business opportunities, hold a Level 4 Diploma qualification, and have CAS status for financial planning advice. Close proximity to Chartered status is preferred.

Your Key Responsibilities
  • Design personalized plans to align with clients' current and future objectives.
  • Servicing existing clients, converting business opportunities into successful outcomes.
  • Expanding the portfolio through proactive efforts, including referrals, networking, and social media engagement.
Key Requirements
  • A minimum of a Level 4 Diploma qualification in financial advice and CAS status.
  • A proven track record in converting business opportunities into successful outcomes.
  • Close proximity to Chartered status or actual Chartered status is desirable.
What We Offer
  • A competitive salary range of £50,000 - £75,000, subject to experience and qualifications.
  • Holiday pay, phone, laptop, and bonus structure to ensure excellent OTE.
  • A home-based role with occasional travel to meet clients and utilize regional offices.
  • Ideal candidates should be willing to work two days per week from our Barnstaple office.
  • A self-employed option is available for those preferring this arrangement.


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