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Financial Planner

2 months ago

Oldham, Oldham, United Kingdom Premier Jobs UK Limited Full time
Financial Advisor Opportunity

In this exciting role, you will inherit an existing client bank across the Oldham, Huddersfield, and Manchester area, providing a strong foundation for growth and development.

You will be responsible for delivering high-quality client service, focusing on achieving a high retention rate and identifying new business opportunities. The company has a 2:1 ratio of back-office support to Financial Advisors, ensuring you have the resources you need to succeed.

The business operates a home-based model, with most advice provided via video or telephone. You may need to visit clients in their local offices during the transition process.

Requirements
  • Current Financial Advisor with experience in delivering quality client service
  • 3+ years of financial planning experience
  • Fully Diploma qualified in financial planning
  • Enthusiastic and forward-thinking, with a strong commitment to client and colleague care
The Company

Premier Jobs UK Limited is a growing IFA firm led by respected industry leaders, focused on creating an inclusive culture with goal-based financial planning for clients. The company prioritizes building a great place to work, with a friendly team that is passionate about treating everyone fairly and promoting wellbeing.

Benefits
  • Salary up to £60,000 depending on experience, with uncapped OTE
  • Uncapped bonuses
  • Company benefits including pension, life assurance, group income protection, health cash plans, and salary exchanges
  • Excellent ongoing employee wellbeing programmes
  • Home-based role with some face-to-face client meetings and visits to the office
Locations

Oldham, Huddersfield, Manchester