Financial Planning Consultant

4 days ago


Basingstoke, Hampshire, United Kingdom Premier Jobs UK Limited Full time

Job Overview:

Premier Jobs UK Limited is seeking a skilled Financial Adviser to take over an existing client bank in Hampshire and Surrey, with opportunities for growth.

The successful candidate will have Chartered status or be working towards it and will provide holistic financial planning advice to existing clients, generating recurring income.

Key Responsibilities:

  • To provide expert financial planning advice to clients in Hampshire and Surrey
  • To grow the existing client bank and increase revenue
  • To maintain strong relationships with clients and stakeholders

Required Skills and Qualifications:

  • Chartered status or working towards it
  • Strong knowledge of financial planning principles and practices
  • Excellent communication and interpersonal skills

Benefits:

  • A competitive estimated salary of £60,000 - £80,000 per annum, depending on experience
  • The opportunity to work from home and achieve a healthy work-life balance
  • Ongoing training and professional development opportunities

About Premier Jobs UK Limited:

We are a leading recruitment agency specialising in finance and accounting roles. We pride ourselves on our expertise and commitment to delivering exceptional results for our clients and candidates.



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