Financial Services Professional

3 weeks ago


St Helens, St. Helens, United Kingdom Premier Jobs UK Full time

Financial Services Opportunity

This role offers a chance to work as a proactive Financial Advisor with a growing IFA firm in the North West. The business provides circa 15 existing clients to service each month, along with ongoing financial planning reviews. Additionally, the firm receives regular enquiries from introducers, social media, and their website, offering 2-3 quality new leads per week.

You will benefit from full administration and paraplanning support to enable you to write excellent levels of business and provide quality service. Key requirements include holding a minimum Level 4 Diploma in Financial Advice, having experience as a Financial Advisor, and holding CAS status. The ideal candidate will be comfortable in being proactive to generate new business opportunities.

Key Responsibilities

  • Service circa 15 existing clients each month
  • Undertake ongoing financial planning reviews
  • Generate new business opportunities
  • Work with administration and paraplanning support

Requirements

  • Minimum Level 4 Diploma in Financial Advice
  • Experience as a Financial Advisor
  • CAS status
  • Proactive approach to generating new business opportunities


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