Senior Financial Consultant
4 weeks ago
Financial Advisor Opportunity
We are seeking an experienced Financial Advisor to join our team at Premier Jobs UK. As a Financial Advisor, you will be responsible for providing financial planning advice to clients and building a portfolio of clients through proactive activities.
Key Responsibilities:
- Deliver financial planning advice to clients through a mixture of in-person, virtual, and phone consultations.
- Build a portfolio of clients through proactive activities, including referrals, networking, and social media.
- Service existing clients and provide ongoing financial planning advice.
- Convert business opportunities provided by the company into new clients.
Requirements:
- Level 4 Diploma qualified Financial Advisor with CAS status for financial planning advice.
- Ability to work from home and have a reliable internet connection.
- Excellent communication and interpersonal skills.
About the Company:
Premier Jobs UK is a highly respected IFA firm that is continually improving its client proposition and features in the industry press for its success.
What We Offer:
- A unique opportunity to join a successful and growing company.
- A competitive salary and benefits package.
- The chance to build a portfolio of clients and develop your career as a Financial Advisor.
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