Diploma Qualified Financial Expert

3 weeks ago


Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Limited Full time

About the Job:

This employed Financial Adviser role in Bromsgrove offers a unique opportunity for a Diploma qualified individual to develop their skills and expertise as a Financial Adviser. As a Financial Adviser, you will be providing ongoing annual servicing to existing clients for their financial planning needs, enabling you to maintain and build client relationships, whilst also spotting new business opportunities.

Key Responsibilities:

  • Providing ongoing annual servicing to existing clients
  • Maintaining and building client relationships
  • Identifying new business opportunities

Requirements:

  • Diploma qualification in finance or related field
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team

Salary and Benefits:

The estimated salary for this role is £42,000 per annum, with ongoing training and development opportunities and a friendly and supportive work environment.



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