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Financial Planning Specialist

2 months ago

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

Company Overview

Premier Jobs UK Limited is a rapidly growing financial planning firm led by a highly successful individual. Our Director is motivated by mentoring and training motivated individuals and offers career progression. We regularly work with high net worth clients including celebrities and professionals.

Job Summary

We are seeking a motivated Financial Adviser who is seeking opportunity to join our small IFA firm with ambitions to grow. This would be well suited to an individual with 12+ months' experience as a Financial Adviser holding CAS status, enjoys growing their portfolio and has some transferable clients or methods to generate new business.

Key Responsibilities

  • Provide independent financial advice to clients, including bespoke portfolios, EIS, VCTs, and BPR for IHT
  • Generate new business through transferable clients and methods
  • Work closely with our Director to achieve career progression and growth

Requirements

  • Hold your full Level 4 Diploma in Financial Planning or equivalent
  • Have experience as a Financial Adviser and be able to hit the ground running
  • Have some transferable clients and/or methods to generate business

Benefits

  • Self-employed role with uncapped earnings based on your performance and achievements
  • OTE of £60,000 - £100,000+
  • Fair commission splits
  • Remote based working
  • Opportunity to join a growing business with potential equity in due course