Senior Financial Services Professional
1 month ago
We are seeking an experienced Senior Financial Services Professional to join our team in Hampshire and Surrey. As a key member of our advisory team, you will be responsible for providing holistic financial planning advice to existing clients, growing their client bank through referrals, and meeting business development targets.
The ideal candidate will hold a minimum Level 4 Diploma in Financial Advice, have experience as a Financial Adviser, and be comfortable undertaking business development activities to grow their client base. They should also possess excellent communication skills, be able to build long-term relationships with clients, and work independently from home.
About the Role- Salary: £55,000 - £70,000 dependent upon experience plus bonuses
- Location: Home-based covering clients across Hampshire and Surrey
- Company Benefits:
We offer a competitive salary package, including PMI, income protection, 4x DIS, critical illness, pension, and car allowance of £4,400 pa. You will also have access to a qualified and effective team of Paraplanners who will support you in delivering high-quality advice to your clients.
In addition to a stimulating work environment and excellent benefits, you will have the opportunity to work with a highly respected name within Financial Services and contribute to the growth and success of our company.
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