Investment Manager

3 weeks ago

Worcester, Worcestershire, United Kingdom Premier Jobs UK Full time

Unique Opportunity for Experienced Financial Advisors

Premier Jobs UK is seeking a skilled Financial Advisor to join our highly respected IFA firm, based from home with quality leads and existing clients provided. This is a unique opportunity to take over servicing an existing client bank and design strategies to meet their objectives.

Key responsibilities include:

  • Servicing existing clients and understanding their current and future goals
  • Converting business opportunities provided through company marketing initiatives
  • Building the portfolio through proactive activities, including networking and utilising social media
  • Delivering advice to clients through a mixture of in-person, virtual, and office-based meetings

Requirements

  • Level 4 Diploma qualification in Financial Advice
  • CAS status for financial planning advice

Premier Jobs UK is committed to providing a supportive and dynamic work environment, and we look forward to welcoming an experienced Financial Advisor to our team.

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