Independent Financial Planning Consultant

2 days ago


Newbury, United Kingdom Premier Jobs UK Limited Full time

About the Role:

We are seeking a Level 4 Diploma qualified Financial Advisor with CAS status for financial planning advice to join our team. You will deliver advice to clients through a mixture of in-person, virtually by Microsoft Teams, or in one of our regional offices.

You should have a proven track record in converting business opportunities and be close to Chartered status. Our Independent Financial Advisors receive complete support with specialist Administrators, Paraplanners, and Compliance Managers.



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