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Financial Advisor

2 months ago

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

Financial Advisor Role

Premier Jobs UK Limited is seeking an experienced Financial Advisor to join their team in Swindon. As an Independent Financial Adviser, you will be responsible for providing financial planning advice to clients and growing your own portfolio.

Key Responsibilities

  • Deliver financial planning advice to clients through a mixture of in-person meetings, virtual consultations, and phone calls.
  • Grow your own portfolio by converting business opportunities and building relationships with clients.
  • Work closely with the company's specialist administrators, paraplanners, and compliance managers to ensure seamless support.
  • Participate in in-house training programs to enhance your skills and knowledge.

Requirements

  • Level 4 Diploma qualified Financial Advisor with CAS status for financial planning advice.
  • Proven track record of converting business opportunities and growing a portfolio.
  • Chartered status or close to achieving it.

Benefits

  • Salary of £50,000 - £75,000 subject to experience and qualifications.
  • Holiday pay, phone, laptop, and bonus structure to enable excellent OTE.
  • Home-based role with travel to meet clients in person and use of regional offices if preferred.
  • Self-employed option available.

About the Company

Premier Jobs UK Limited is a highly respected IFA firm that is continually improving its client proposition and features in the industry press for its success.