Senior Financial Planner
3 weeks ago
**Financial Advisor Opportunity**
We are seeking an experienced Financial Advisor to join our team at Premier Jobs UK. As a Financial Advisor, you will be responsible for providing high-quality client service and delivering financial planning solutions to our clients across the Oldham area.
**Key Responsibilities:**
- You will inherit an existing client bank and be responsible for providing ongoing financial planning services with a focus on client retention.
- You will work closely with our back office team, including Paraplanners and Administrators, to ensure a high level of support and motivation to identify and write new business.
- Our business utilises home working, with the majority of advice provided via video or telephone. You may be required to visit clients' local offices to facilitate a smooth handover during the transition process.
- You will be responsible for delivering quality client service, managing client relationships, and identifying new business opportunities.
**Requirements:**
- You should be a current Financial Advisor with experience of delivering quality client service.
- You should have 3+ years' experience in financial planning and be fully Diploma qualified.
- You must be enthusiastic about your profession and have excellent communication skills.
If you are a motivated and experienced Financial Advisor looking for a new challenge, please apply for this opportunity to join our team at Premier Jobs UK.
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