Financial Advisor
6 days ago
About the role This employed Financial Advisor role is available within a small, directly authorised independent financial advisory firm. You will be provided with an existing client bank of circa £25m FuM to take over servicing, ensuring clients continue to receive excellent ongoing financial planning. The role provides a platform to retain, serve, and grow this further. Responsibilities The role requires building long‑term relationships with clients and delivering in‑depth reviews to understand their current and future goals and objectives. You will advise on pensions, investments, protection, and other financial needs. Clients are spread across Bedfordshire, Hertfordshire, and Buckinghamshire. This is a hybrid role with an element of home working, visiting clients, and one visit per week to the Luton office. The firm uses a mixture of telephone, video, and in‑person client meetings. Alongside servicing the clients, you should look to develop new business from existing clients, referrals, or lead generation methods. Requirements Hold a fully Level 4 Diploma in financial planning or equivalent Have 2+ years of client‑facing experience as a Financial Advisor (with CAS status) Proven, demonstrable track record in growing a client bank through proactive activities Client‑centric approach Excellent interpersonal skills, approachability, professionalism, and good IT skills Benefits Salary of up to £70,000 plus circa £30,000–£40,000 in bonuses Additional benefits include medical and life cover, 5% employer pension contribution, and 25 days holiday plus bank holidays Hybrid working with a mixture of home and office plus travel to meet clients Opportunity to join a small, directly authorised financial planning firm Location Bedfordshire, Hertfordshire, Buckinghamshire Contact Call us now on 0208 0044 154 or click Apply Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information. #J-18808-Ljbffr
-
Financial Advisor
4 weeks ago
Luton, United Kingdom Premier Jobs UK Full timeThis employed Financial Advisor job is available within a small, directly authorised independent financial advisory firm. You will be provided with an existing client bank of circa £25m FuM for you to takeover servicing, ensuring clients continue to receive excellent ongoing financial planning. This will provide a platform to retain, service and grow this...
-
Financial Advisor
4 weeks ago
Luton, United Kingdom Premier Jobs UK Limited Full timeThis employed Financial Advisor job is available within a small, directly authorised independent financial advisory firm. You will be provided with an existing client bank of circa £25m FuM for you to takeover servicing, ensuring clients continue to receive excellent ongoing financial planning. This will provide a platform to retain, service and grow this...
-
Financial Advisor
2 weeks ago
luton, United Kingdom Premier Jobs UK Limited Full timeThis employed Financial Advisor job is available within a small, directly authorised independent financial advisory firm. You will be provided with an existing client bank of circa £25m FuM for you to takeover servicing, ensuring clients continue to receive excellent ongoing financial planning. This will provide a platform to retain, service and grow this...
-
Financial Advisor
1 week ago
Luton, United Kingdom Premier Jobs UK Limited Full timeThis employed Financial Advisor job is available within a small, directly authorised independent financial advisory firm.Check below to see if you have what is needed for this opportunity, and if so, make an application asap.You will be provided with an existing client bank of circa £25m FuM for you to takeover servicing, ensuring clients continue to...
-
Financial Advisor
1 week ago
Luton, United Kingdom Premier Jobs UK Limited Full timeThis employed Financial Advisor job is available within a small, directly authorised independent financial advisory firm.Check below to see if you have what is needed for this opportunity, and if so, make an application asap.You will be provided with an existing client bank of circa £25m FuM for you to takeover servicing, ensuring clients continue to...
-
Financial Advisor
1 week ago
Luton, United Kingdom Premier Jobs UK Limited Full timeThis employed Financial Advisor job is available within a small, directly authorised independent financial advisory firm. You will be provided with an existing client bank of circa £25m FuM for you to takeover servicing, ensuring clients continue to receive excellent ongoing financial planning. This will provide a platform to retain, service and grow this...
-
Financial Advisor
1 week ago
Luton, United Kingdom Premier Jobs UK Limited Full timeJob DescriptionThis employed Financial Advisor job is available within a small, directly authorised independent financial advisory firm. You will be provided with an existing client bank of circa £25m FuM for you to takeover servicing, ensuring clients continue to receive excellent ongoing financial planning. This will provide a platform to retain, service...
-
Financial Advisor
2 weeks ago
Luton, United Kingdom Premier Jobs UK Limited Full timeJob DescriptionThis employed Financial Advisor job is available within a small, directly authorised independent financial advisory firm. You will be provided with an existing client bank of circa £25m FuM for you to takeover servicing, ensuring clients continue to receive excellent ongoing financial planning. This will provide a platform to retain, service...
-
Financial Advisor
2 weeks ago
Luton, United Kingdom Premier Jobs UK Limited Full timeThis employed Financial Advisor job is available within a small, directly authorised independent financial advisory firm. You will be provided with an existing client bank of circa £25m FuM for you to takeover servicing, ensuring clients continue to receive excellent ongoing financial planning. xsabvtc This will provide a platform to retain, service and...
-
Financial Advisor
4 weeks ago
Luton, United Kingdom Premier Jobs UK Limited Full timeThis employed Financial Advisor job is available within a small, directly authorised independent financial advisory firm. You will be provided with an existing client bank of circa £25m FuM for you to takeover servicing, ensuring clients continue to receive excellent ongoing financial planning. This will provide a platform to retain, service and grow this...
