Financial Planning Specialist

2 weeks ago


Aston Fields, United Kingdom Premier Jobs UK Limited Full time
Job Description

We are seeking a highly skilled Financial Planning Specialist to join our team in Bromsgrove. As a key member of our advisory services, you will provide ongoing annual servicing to existing clients, maintaining and building relationships while identifying new business opportunities.

Responsibilities
  • Conduct in-depth annual reviews of clients' financial circumstances, reviewing current arrangements and identifying future objectives.
  • Provide expert advice that meets compliance and T&C requirements.

This role is ideal for a diploma qualified individual keen to develop their skills as a Financial Adviser. If you have a positive approach towards technology and are confident communicating with clients via video conferencing, we would love to hear from you.

Requirements
  • Hold full Level 4 Diploma in Financial Planning or equivalent.
  • Be proactive in spotting new business opportunities.
Benefits

As a valued member of our team, you can expect:

  • A salary of £30,000 - £35,000, subject to experience and qualifications.
  • A discretionary annual bonus after completion of a year's service.
  • Flexible working with a good holiday allowance.
  • A contributory pension scheme and death-in-service benefit.
  • Ongoing training and development opportunities.


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