Financial Services Professional

1 month ago


Newbury, West Berkshire, United Kingdom Premier Jobs UK Full time
Financial Advisor Role

We are seeking a skilled Financial Advisor to join our team in Newbury. As a Financial Advisor, you will be responsible for providing expert financial planning advice to clients, helping them achieve their financial goals.

Key Responsibilities:

  • Deliver financial planning advice to clients through a combination of in-person meetings, virtual sessions, and phone calls.
  • Build and maintain relationships with clients, understanding their financial needs and goals.
  • Develop and implement financial plans, including investment strategies and risk management.
  • Stay up-to-date with industry developments and regulatory changes, ensuring compliance with relevant laws and regulations.

Requirements:

  • Level 4 Diploma in Financial Planning or equivalent qualification.
  • Chartered status or close to achieving it.
  • Proven track record of converting business opportunities.
  • Excellent communication and interpersonal skills.

What We Offer:

  • Competitive salary of £40,000 - £75,000, depending on experience and qualifications.
  • Holiday pay, phone, laptop, and bonus structure.
  • Home-based role with travel to meet clients and use of regional offices.
  • Self-employed option available.

About Us:

Premier Jobs UK is a leading recruitment agency specializing in financial services. We are committed to providing exceptional service to our clients and candidates, ensuring a smooth and successful recruitment process.



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