Senior Wealth Management Consultant

2 days ago


Barnstaple, Devon, United Kingdom Premier Jobs UK Limited Full time £50,000 - £75,000
Senior Financial Planning Position

Premier Jobs UK Limited invites applications for a Senior Financial Planning role, requiring a highly skilled Financial Advisor to work from home with a consistent stream of quality leads and existing clients. This unique opportunity allows the successful candidate to contribute to the growth and success of a respected IFA firm known for its innovative approach to client services.

In this position, you will utilise your expertise to create customised financial plans that align with clients' goals and aspirations. Additionally, you will be responsible for converting business opportunities generated by the company's marketing initiatives and expanding the portfolio through proactive outreach efforts.

You will engage with clients through a combination of in-person meetings, virtual sessions via Microsoft Teams, and visits to our regional offices. Our comprehensive back-office support ensures that you can concentrate on delivering exceptional client service.

To excel in this role, candidates should hold a Level 4 Diploma qualification in Financial Advice and be close to achieving Chartered status. A proven track record in converting business opportunities is vital for success.

Salary and Benefits:
  • The estimated annual salary for this position is £67,500.
  • A comprehensive benefits package, including holiday pay, phone, laptop, and bonus structure, supports high OTE (On-Target Earnings)
  • Flexible home-based role with regular in-person meetings and access to regional offices
  • Ideal candidate may choose to spend part of their time in our Barnstaple office
  • Self-employment option available for those who prefer it
Location:

Barnstaple



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