Financial Advisor

Premier Jobs UK Limited; Kendal; On-site; GBP 30,000 - 60,000; Full time

Job summary

An established industry player is seeking a motivated Financial Advisor in Kendal. This role offers a fantastic opportunity for CAS-qualified professionals to leverage high-quality lead sources, enabling them to onboard new clients regularly. As you grow your portfolio, you'll benefit from a supportive environment that fosters professional development. If you're passionate about helping clients achieve their financial goals and are ready to take your career to the next level, this position is perfect for you.

Qualifications

• Must hold CAS status to provide financial advice.
• Experience in managing client portfolios is essential.

Responsibilities

• Onboard 1 to 2 new clients each week.
• Utilize excellent lead sources for high-quality client acquisition.

Skills

Financial Advisory

Client Management

Lead Generation

Education

CAS Status

Job description

This employed Financial Advisor job in Kendal is ideal for Financial Advisors holding CAS status who want a quality lead source and are able to grow with the company.

Our client has excellent lead sources that produce regular, high-quality leads with a high conversion rate. This should enable you to onboard 1 to 2 new clients each week while you build your portfolio of clients. Once you have developed ...