Senior Financial Services Associate

3 weeks ago


Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Limited Full time
About the Role

We are seeking a skilled Financial Adviser to join our team in Bromsgrove. As a Financial Adviser, you will provide ongoing annual servicing to existing clients, reviewing their financial circumstances and identifying future objectives.

The ideal candidate will hold full Level 4 Diploma in Financial Planning or equivalent and have a positive approach towards technology. You will be confident talking to clients via video conferencing and proactive in spotting new business opportunities.

Responsibilities and Requirements
  • Conduct in-depth annual reviews of clients' financial circumstances
  • Maintain and build client relationships
  • Identify new business opportunities

In return, we offer a competitive salary of £30,000 - £35,000 subject to experience and qualifications, plus a discretionary annual bonus following completion of a year's service.

What We Offer
  • Flexible working with good holiday allowance and option to buy and sell holidays
  • Contributory pension scheme and death-in-service benefit


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