Senior Financial Consultant

7 days ago


Barnstaple, Devon, United Kingdom Premier Jobs UK Full time

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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