Diploma Qualified Advisor

3 weeks ago


Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Full time

**Job Overview:**

We are seeking an experienced Diploma qualified advisor to join our financial services team in Bromsgrove. As a key member of our team, you will be responsible for providing expert financial planning advice to our clients, ensuring compliance with all relevant regulations and requirements.

Key Responsibilities:

  • Conduct in-depth annual reviews of clients' financial circumstances, reviewing their current arrangements and identifying future objectives.
  • Deliver exceptional customer service, maintaining and building strong relationships with clients.
  • Identify and pursue new business opportunities, expanding our client base and increasing revenue growth.
  • Stay up-to-date with industry developments and best practices, applying this knowledge to deliver high-quality financial planning advice.

Requirements:

  • Degree or equivalent qualification in a relevant field (e.g., finance, accounting, economics).
  • Full Level 4 Diploma in Financial Planning or equivalent qualification.
  • Proven experience in financial planning, preferably within a similar role.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Proficient in technology, including video conferencing software and other digital tools.

Benefits:

  • Competitive salary: £35,000 - £45,000 per annum, depending on experience.
  • Ongoing training and development opportunities, including in-house programs and support towards becoming a Chartered Financial Planner.
  • Friendly and supportive work environment, with a focus on teamwork and collaboration.


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