Financial Advisor

Premier Jobs UK; Barnstaple; Remote; GBP 50,000 - 75,000; Full time

Job summary

A recruitment agency is seeking an experienced Financial Advisor in Barnstaple. This home-based role involves building relationships with clients, advising on their financial needs, and comes with a competitive salary range of £50,000 - £75,000 plus benefits. Ideal candidates should hold a Level 4 Diploma in financial planning and have 5+ years of experience in the industry.

Benefits

Car allowance

Excellent bonus structure

25 days holiday plus bank holidays

Discounted financial advice

Access to remote GP

Qualifications

• 5+ years experience as a Financial Advisor ideally with CAS status.
• Proven track record in growing a client bank through proactive activities.
• Excellent interpersonal skills and professionalism.

Responsibilities

• Build long term relationships with clients and identify new business opportunities.
• Conduct in-depth reviews to understand clients' financial goals.
• Advise clients on pensions, savings, investments, and financial needs.

Skills

Client centric approach

Interpersonal skills

Proactive client growth

Professionalism

Good IT skills

Education

Full Level 4 Diploma in financial planning or equivalent

Job description

Overview

Our client is seeking an experienced Financial Advisor in Barnstaple to join their team and benefit from an employed package with bonuses on all new business written (plus other bonuses!), existing clients to takeover servicing, additional leads, full suite of back office support and a fully independent advice offering.

Responsibilities

They are seeking Financial Advisors who enjoy building long term relationships with clients and have a growth focus to identify and develop new business through new / existing clients. You will be given a healthy portfolio of existing clients with the aim to retain, service and grow this further. You should focus on conducting in-depth reviews to understand your client’s current and future financial goals and objectives, and with the support of their back office team formulate appropriate financial strategies. You will be advising on clients pensions, savings, investments and other financial needs. This is a home-based role with remote working, including telephone / video interaction with clients. Although, you should aim to meet clients in-person as well, as this works well to deepen relationships and opportunity to develop referrals.

Financial Advisor Requirements

• You should hold full Level 4 Diploma in financial planning or equivalent
• You should have 5+ years experience as a Financial Advisor (ideally with CAS status)
• You should have a proven, demonstrable track record in being able to grow a client bank through proactive activities
• You should have a client centric approach and have dedication to doing the right thing for clients
• You should have excellent interpersonal skills, approachability, professionalism and good IT skills

Financial Advisor Support

Our client ensure their Financial Advisors have comprehensive support in place to enable them to thrive. You will receive end-to-end in-house support from their admin and paraplanning teams. Plus, an ongoing learning and development culture that encourages and supports professional development. In addition, an in-house marketing team who have a consultative approach.

Financial Advisor Benefits

• Salary of £50,000 - £75,000 subject to experience and qualifications
• Potential to consider higher salary on case-by-case basis
• Remuneration packages also includes car allowance, excellent bonus structure, mileage reimbursement, 6x DIS, 25 days holiday plus bank holidays, birthday off, 1 paid day off to undertake charitable work, discounted financial advice, retailer discounts, MediCash, and access to remote GP anytime
• Home based role with travel to meet clients in person and use of their regional offices
• Self-employed option available, if you would prefer

Locations

Barnstaple

Liability and 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.