Financial Planning Specialist

2 days ago


Woking, Surrey, United Kingdom Premier Jobs UK Limited Full time
Company Overview:
Premier Jobs UK Limited offers a unique opportunity for experienced financial advisors to build a successful home-based business. Our strong lead source has proven to generate a healthy conversion rate, providing a steady stream of clients for you to advise and grow your portfolio.

Salary: With the potential to earn £80,000+ in Year 1, this self-employed role offers uncapped earnings, allowing you to maximize your earning potential as you grow your client base.

Job Description:
As a Financial Planning Specialist, you will be responsible for providing expert advice to clients on consolidating pension transfers, with an average pot of £200,000. Through a holistic approach, you will help clients navigate their financial planning needs, identifying opportunities for growth and consolidation.

Our ideal candidate will hold full Level 4 Diploma in Financial Planning or equivalent and have CAS status as a Financial Advisor. You will be passionate about delivering exceptional client service, building strong relationships, and driving business growth.

Required Skills and Qualifications:
• Full Level 4 Diploma in Financial Planning or equivalent
• CAS status as a Financial Advisor
• Excellent communication and interpersonal skills
• Ability to work independently and manage multiple clients

Benefits:
• Uncapped earning potential as a self-employed financial advisor
• Home-based role with occasional travel to meet clients face-to-face
• Opportunity to build a successful business with a strong lead source

Location:
Working from home, our ideal candidate will be based in the South East region, with occasional travel required to meet clients.

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