Financial Planning Specialist

2 months ago


Basingstoke, Hampshire, United Kingdom Premier Jobs UK Full time
Financial Adviser Opportunity

This is an exciting opportunity for a Financial Adviser to join a multi-award winning national financial advice business. The role involves taking over an existing client bank covering Hampshire and Surrey, with the aim of growing this through proactive business development activities.

Key Responsibilities
  • Provide holistic financial planning advice to existing clients
  • Proactively generate new business and grow the client bank through referrals
  • Work closely with a qualified and effective team of Paraplanners to ensure quality advice is provided
Requirements
  • Hold a minimum Level 4 Diploma in Financial Advice
  • Be holding or working towards Chartered status, preferably with AF7
  • Be a current Financial Adviser with experience in business development activities
Benefits
  • Salary of £55,000 - £70,000 dependent upon experience plus bonuses
  • Company benefits including PMI, income protection, 4x DIS, critical illness, pension, and car allowance of £4,400 pa
  • Home based role covering clients across Hampshire and Surrey

This is a fantastic opportunity to work for a highly respected name within Financial Services and to be part of a diverse workforce that supports equal opportunities and community involvement.



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