Career Opportunities in Financial Planning

2 days ago


Barnstaple, Devon, United Kingdom Premier Jobs UK Limited Full time £50,000 - £75,000

**Premier Jobs UK Limited** is seeking a highly experienced **Financial Advisor** to join their team as a Senior Advisor. This is a unique opportunity to work with a respected IFA firm that offers quality leads, existing clients, and a comprehensive back office support system.

In this role, you will have the chance to deliver advice to clients through a combination of in-person meetings, virtual sessions via Microsoft Teams, or from one of the company's regional offices. Your goal will be to understand your clients' current and future goals, design strategies to match their objectives, and convert business opportunities into new clients.

To succeed in this position, you should have a Level 4 Diploma in Financial Planning Advice, CAS status for financial planning, and a proven track record of converting business opportunities. Individuals close to Chartered status are preferred.

The successful candidate will receive a salary of £50,000 - £75,000, depending on experience and qualifications, plus holiday pay, phone, laptop, and bonus structure. This is a home-based role with travel to meet clients in person and use of the company's regional offices.

The company provides full and comprehensive back office support, including specialist administrators, paraplanners, and compliance managers. They also offer training and development programs to help their advisors become Chartered Financial Planners.



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