Financial Planner Opportunity
3 days ago
A highly respected Independent Financial Advisor firm is seeking an experienced Financial Advisor to join their team.
The ideal candidate will have a Level 4 Diploma in financial planning and be able to provide high-quality advice to clients.
Key responsibilities include servicing existing clients, converting business opportunities and building a portfolio through proactive activities.
The company offers a competitive salary of £50,000 - £75,000, holiday pay, phone, laptop and bonus structure.
As a Financial Advisor, you will have access to in-house training programmes, support towards becoming a Chartered Financial Planner and complete back office support.
For more information, please see the job details below.
Key Responsibilities- Servicing existing clients and converting business opportunities
- Building a portfolio through proactive activities
- Delivering advice to clients through a mixture of in-person, virtual and regional office meetings
- Level 4 Diploma in financial planning and CAS status for financial planning advice
- Proven track record in converting business opportunities
- Access to in-house training programmes and support towards becoming a Chartered Financial Planner
- Competitive salary of £50,000 - £75,000
- Holiday pay, phone, laptop and bonus structure
- Home-based role with travel to meet clients
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