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Financial Planning Specialist
4 weeks ago
Are you a skilled Financial Advisor looking to take your career to the next level? We have an exciting opportunity for a Financial Planning Specialist to join our team at Premier Jobs UK.
This role is well-suited for an individual with some experience in financial planning and a strong desire to provide high-quality advice to clients. You will benefit from existing clients and leads, which typically have assets of £200k - £500k. Your key responsibilities will include reviewing clients' financial planning needs and providing long-term advice to help them achieve their goals.
We offer a comprehensive training and development plan to support your ongoing progression and excellent back office support to assist you in your role. You will be able to offer independent financial advice and work closely with our team to provide the best possible service to our clients.
Requirements
* You should have some experience as a Financial Advisor
* You must hold your full Level 4 Diploma in Financial Planning or equivalent
Benefits
* Upon achieving targets, you will receive a car allowance and additional annual bonus
