Financial Planning Specialist
2 months ago
Job Title: Financial Adviser
Job Type: Full-time
Location: Home-based, covering clients across Hampshire and Surrey
Job Description:
We are seeking a highly skilled and experienced Financial Adviser to join our team at Premier Jobs UK Limited. As a Financial Adviser, you will be responsible for providing holistic financial planning advice to our clients, growing their client bank, and working closely with our team of Paraplanners to ensure quality advice is provided.
Key Responsibilities:
- Provide financial planning advice to clients, taking into account their individual needs and goals
- Grow and develop the client bank, identifying new business opportunities and referrals
- Work closely with our team of Paraplanners to ensure quality advice is provided
- Meet with clients face-to-face, typically 3 days per week, and work from home on other days
- Hold a minimum Level 4 Diploma in Financial Advice and be working towards Chartered status, preferably with AF7
Requirements:
- Minimum Level 4 Diploma in Financial Advice
- Working towards Chartered status, preferably with AF7
- Current Financial Adviser with experience in business development
- Ability to build long-term relationships with clients
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 with the support of a qualified and effective team of Paraplanners
- Working as part of a highly respected name within Financial Services
About Us:
Premier Jobs UK Limited is a multi-award-winning national financial advice business that is fully embracing equal opportunities and looking to build a diverse workforce. We support our community and provide our employees with 1-day annual allowance for charity work.
-
Financial Planning and Analysis Specialist
2 weeks ago
Basingstoke, Hampshire, United Kingdom Hays Specialist Recruitment Limited Full timeFinancial Planning and Analysis SpecialistYour new company is a dynamic and established international group with a strong presence in the UK. We are seeking a talented Financial Planning and Analysis Specialist to join our team in Basingstoke.Your New RoleAs a Financial Planning and Analysis Specialist, you will be responsible for preparing and analyzing...
-
Financial Planning and Analysis Specialist
2 weeks ago
Basingstoke, Hampshire, United Kingdom Hays Specialist Recruitment Limited Full timeAbout the RoleHays Specialist Recruitment Limited is seeking a highly skilled Management Accountant to join their team in Basingstoke. As a key member of the finance team, you will be responsible for preparing and analyzing financial reports, budgets, and forecasts. You will also monitor financial performance, identify trends and variances, and support the...
-
Financial Planning and Analysis Specialist
4 weeks ago
Basingstoke, Hampshire, United Kingdom Hays Specialist Recruitment Limited Full timeAbout the RoleWe are partnering with Hays Specialist Recruitment Limited to source a talented FP&A Analyst with strong analytical capabilities and commercial judgement.Key ResponsibilitiesSupport a diverse stakeholder group to ensure monthly performance reports are understood and acted upon through cutting-edge financial analysis.Analyse key KPIs, providing...
-
Financial Planning and Analysis Specialist
3 weeks ago
Basingstoke, Hampshire, United Kingdom Hays Specialist Recruitment Limited Full timeAbout the RoleWe are partnering with Hays Specialist Recruitment Limited to source a talented FP&A Analyst with strong analytical capabilities and commercial judgement.Key ResponsibilitiesSupport a diverse stakeholder group to ensure monthly performance reports are understood and acted upon through cutting-edge financial analysis.Analyse key KPIs, providing...
-
Financial Planning Specialist
4 days ago
Basingstoke, Hampshire, United Kingdom Premier Jobs UK Limited Full timeJob Summary: We are seeking a Chartered Financial Services Professional to join our team at Premier Jobs UK Limited. This employed, home-based role will involve managing an existing client bank in Hampshire and Surrey, with the goal of growing this further.About the Role: As a Financial Planning Specialist, you will be responsible for providing holistic...
-
Financial Planning and Analysis Specialist
3 weeks ago
Basingstoke, Hampshire, United Kingdom Hays Specialist Recruitment Limited Full timeAbout the RoleWe are partnering with Hays Specialist Recruitment Limited to source a talented FP&A Analyst with strong analytical capabilities and commercial judgement.Key ResponsibilitiesSupport a diverse stakeholder group to ensure monthly performance reports are understood and acted upon through the delivery of cutting-edge financial analysis.Analyse key...
-
Financial Planning and Analysis Specialist
3 weeks ago
Basingstoke, Hampshire, United Kingdom Hays Specialist Recruitment Limited Full timeAbout the RoleWe are partnering with Hays Specialist Recruitment Limited to source a talented FP&A Analyst with strong analytical capabilities and commercial judgement.Key ResponsibilitiesSupport a diverse stakeholder group to ensure monthly performance reports are understood and acted upon through the delivery of cutting-edge financial analysis.Analyse key...
-
Financial Reporting Specialist
1 week ago
Basingstoke, Hampshire, United Kingdom Hays Specialist Recruitment Limited Full timeAbout the RoleWe are seeking a highly skilled Financial Reporting Specialist to join our team in Basingstoke. As a key member of our international group, you will be responsible for preparing and analysing financial reports, budgets, and forecasts. You will also monitor financial performance, identify trends and variances, and support the month-end and...
-
Basingstoke, Hampshire, United Kingdom Hays Specialist Recruitment Limited Full timeYour new role at Hays Specialist Recruitment Limited involves supporting a diverse stakeholder group within your portfolio to ensure that monthly performance reports are both understood and acted on through the delivery of cutting-edge financial analysis.You will analyse key KPIs, providing commentary and feed into periodic meetings with a range of internal...
-
Financial Planning Specialist
4 weeks ago
Basingstoke, Hampshire, United Kingdom Premier Jobs UK Limited Full timeJob DescriptionJob Title: Financial AdviserJob Type: Full-timeLocation: Home-based, covering clients across Hampshire and SurreyJob Description:We are seeking a highly skilled and experienced Financial Adviser to join our team at Premier Jobs UK Limited. As a Financial Adviser, you will be responsible for providing holistic financial planning advice to our...
-
Financial Planning Specialist
2 months ago
Basingstoke, Hampshire, United Kingdom Premier Jobs UK Limited Full timeJob DescriptionJob Title: Financial AdviserJob Type: Full-timeLocation: Home-based, covering clients across Hampshire and SurreyJob Description:We are seeking a highly skilled and experienced Financial Adviser to join our team at Premier Jobs UK Limited. As a Financial Adviser, you will be responsible for providing holistic financial planning advice to our...
-
Financial Planning Specialist
4 days ago
Basingstoke, Hampshire, United Kingdom Premier Jobs UK Limited Full timeThis employed, home-based Financial Adviser position covers an existing client bank in Hampshire and Surrey, with the aim of growing this portfolio.Our client is seeking an individual with Chartered status or working towards it.You will be provided with an existing client base generating recurring income, allowing you to focus on providing holistic financial...
-
Financial Planning Specialist
1 month ago
Basingstoke, Hampshire, United Kingdom Premier Jobs UK Full timeFinancial Adviser OpportunityThis is an exciting opportunity for a skilled Financial Adviser to join a multi-award winning national financial advice business. As a Financial Adviser, you will be responsible for providing holistic financial planning advice to clients across Hampshire and Surrey.Key Responsibilities:Provide financial planning advice to...
-
Financial Planning Specialist
1 month ago
Basingstoke, Hampshire, United Kingdom Premier Jobs UK Full timeFinancial Adviser OpportunityThis is an exciting opportunity for a skilled Financial Adviser to join a multi-award winning national financial advice business. As a Financial Adviser, you will be responsible for providing holistic financial planning advice to clients across Hampshire and Surrey.Key Responsibilities:Provide financial planning advice to...
-
Financial Planning Specialist
2 months ago
Basingstoke, Hampshire, United Kingdom Premier Jobs UK Limited Full time{"Financial Adviser Role": "Financial Adviser RoleWe are seeking a skilled Financial Adviser to join our team in a home-based role, covering clients across Hampshire and Surrey. As a Financial Adviser, you will be responsible for providing holistic financial planning advice to our clients, growing their client bank through referrals, and working closely with...
-
Financial Planning Specialist
2 months ago
Basingstoke, Hampshire, United Kingdom Premier Jobs UK Limited Full time{"Financial Adviser Role": "Financial Adviser RoleWe are seeking a skilled Financial Adviser to join our team in a home-based role, covering clients across Hampshire and Surrey. As a Financial Adviser, you will be responsible for providing holistic financial planning advice to our clients, growing their client bank through referrals, and working closely with...
-
Financial Planning Specialist
2 months ago
Basingstoke, Hampshire, United Kingdom Premier Jobs UK Limited Full timeJob DescriptionJob Title: Financial AdviserJob Type: Full-timeLocation: Home-based, covering clients across Hampshire and SurreyJob Description:We are seeking a highly skilled and experienced Financial Adviser to join our team at Premier Jobs UK Limited. As a Financial Adviser, you will be responsible for providing holistic financial planning advice to our...
-
Financial Planning Specialist
4 weeks ago
Basingstoke, Hampshire, United Kingdom Premier Jobs UK Limited Full timeJob DescriptionJob Title: Financial AdviserJob Type: Full-timeLocation: Home-based, covering clients across Hampshire and SurreyJob Description:We are seeking a highly skilled and experienced Financial Adviser to join our team at Premier Jobs UK Limited. As a Financial Adviser, you will be responsible for providing holistic financial planning advice to our...
-
Financial Planning Specialist
2 months ago
Basingstoke, Hampshire, United Kingdom Premier Jobs UK Limited Full timeJob DescriptionJob Title: Financial AdviserJob Type: Full-timeLocation: Home-based, covering clients across Hampshire and SurreyJob Description:We are seeking a highly skilled and experienced Financial Adviser to join our team at Premier Jobs UK Limited. As a Financial Adviser, you will be responsible for providing holistic financial planning advice to our...
-
Financial Planning Specialist
2 months ago
Basingstoke, Hampshire, United Kingdom Premier Jobs UK Limited Full timeJob DescriptionJob Title: Financial AdviserJob Type: Full-timeLocation: Home-based, covering clients across Hampshire and SurreyJob Description:We are seeking a highly skilled and experienced Financial Adviser to join our team at Premier Jobs UK Limited. As a Financial Adviser, you will be responsible for providing holistic financial planning advice to our...