Financial Advisor

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

Job summary

An established industry player is seeking an experienced Financial Advisor to join their dynamic team. This role offers the flexibility of a home-based position while providing quality leads and an existing client base. You will be responsible for understanding clients' goals and crafting tailored financial strategies. With comprehensive back-office support, you can focus on delivering exceptional service and building your portfolio through networking and referrals. This opportunity not only offers a competitive salary but also access to extensive training and development programs to help you advance your career towards Chartered Financial Planner status.

Benefits

Holiday Pay

Phone

Laptop

Bonus Structure

In-house Training Programs

Qualifications

• Level 4 Diploma qualified Financial Advisor with CAS status required.
• Proven track record in converting business opportunities is essential.

Responsibilities

• Deliver financial advice to clients both in-person and virtually.
• Build portfolio through proactive activities like networking and referrals.

Skills

Financial Planning

Client Relationship Management

Business Development

Networking

Social Media Utilization

Education

Level 4 Diploma in Financial Advice

Chartered Status (preferred)

Tools

Microsoft Teams

Job description

Job Description

Are you an experienced Financial Advisor in Hull, seeking an employed job, based from home with quality leads and existing clients provided?

This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.

The business typically is able to provide you with an existing client bank to takeover servicing, either from an internal change or a retiring Adviser. Your goal is to understand your clients' current and future goals and design easy to understand strategies matching their objectives.

Alongside servicing the clients provided, you should look to convert business opportunities from their company marketing initiatives. Plus, you should build the portfolio through undertaking proactive activities yourself, including asking for referrals, networking, and utilising social media.

You will deliver advice to clients through a mixture of in-person at the clients' home or business premises, virtually by Microsoft Teams, or in one of the company's regional offices.

Financial Advisor Requirements

• You should be a Level 4 Diploma qualified Financial Advisor with CAS status for financial planning advice.
• Our client is happy to consider individuals relatively early in their advising career, through to highly experienced.
• You should have a proven, demonstrable track record in being able to convert business opportunities.
• Individuals close to Chartered status would be preferred.

Full and Comprehensive Back Office Support

Their Independent Financial Advisors receive complete support with specialist Administrators, Paraplanners, and Compliance Managers! As the research, report writing, and client investment management reviews are all undertaken for you, you will have more time to spend with clients.

Training and Development

Their Financial Advisors have access to in-house training programmes and support towards becoming a Chartered Financial Planner.

Financial Advisor Benefits

• Salary of £50,000 - £75,000 subject to experience and qualifications.
• Plus, IFAs will receive holiday pay, phone, laptop, and bonus structure to enable excellent OTE.
• Home-based role with travel to meet clients in person and use of their regional offices if preferred.
• Self-employed option available, if you would prefer.

Locations

Hull