Financial Planning Specialist

3 weeks ago


Oldham, Oldham, United Kingdom Premier Jobs UK Limited Full time

Financial Advisor Job Opportunity

**About the Role**

We are seeking a highly skilled Financial Advisor to join our team at Premier Jobs UK Limited. As a Financial Advisor, you will be responsible for delivering exceptional client service and achieving high retention rates. You will inherit an existing client bank across the Oldham area and focus on building strong relationships with clients to drive business growth.

**Key Responsibilities**

* Deliver quality client service and achieve high retention rates
* Inherit an existing client bank and focus on building strong relationships with clients
* Identify and write new business opportunities
* Work closely with the back office team to ensure seamless client service

**Requirements**

* 3+ years of financial planning experience
* Fully Diploma qualified in financial planning
* Enthusiastic and forward-thinking with a passion for delivering exceptional client service

**What We Offer**

* Salary up to £60,000 depending on experience with an uncapped OTE
* Uncapped bonuses
* Company benefits including pension, life assurance, group income protection, health cash plans, and salary exchanges
* Excellent ongoing employee well-being programs

**Work Environment**

* Home-based role with some face-to-face client meetings and visits to the office
* Collaborative and inclusive culture with a focus on goal-based financial planning

**About Us**

Premier Jobs UK Limited is a growing IFA firm led by highly respected names within the financial services industry. We are committed to creating a great place to work with a friendly team that is passionate about treating everyone fairly and promoting well-being.



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