Financial Services Professional

4 weeks ago


Barnstaple, Devon, United Kingdom Premier Jobs UK Limited Full time
Financial Advisor Opportunity

We are seeking a skilled Financial Advisor to join our team at Premier Jobs UK Limited. 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 consultations, and phone calls.
  • Build and maintain relationships with clients, understanding their financial needs and goals.
  • Develop and implement financial plans, providing recommendations on investments, pensions, and other financial products.
  • 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 Chartered status.
  • Proven track record of converting business opportunities.
  • Excellent communication and interpersonal skills.
What We Offer:
  • Competitive salary of £50,000 - £75,000, depending on experience and qualifications.
  • Home-based role with travel to meet clients and use of our regional offices.
  • Opportunity to work with a highly respected IFA firm, known for their client-centric approach.
  • Access to in-house training programs and support towards becoming a Chartered Financial Planner.
Location:

Barnstaple

Disclaimer:

Whilst Premier Jobs UK Limited uses all reasonable efforts to ensure the accuracy of the information contained in our adverts, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK Limited for any loss or damage which may arise out of any person relying on or using any information.



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