Financial Advisor: Grow an Established Portfolio (Hybrid)

Premier Jobs UK Ltd; Durham; Híbrido; GBP 40.000 - 45.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid working

Dedicated paraplanning and admin

Access to international planning

Descripción de la vacante

Premier Jobs UK Ltd in Durham is seeking an Employed Financial Advisor early in their advisory career. You will inherit an existing client bank and receive strong support to grow the portfolio through referrals and cross-border opportunities.

You will work with a collaborative team including paraplanning, administration and marketing to focus on high-quality financial planning and client outcomes. Hybrid working with office and home flexibility is offered.

Formación

• Must have Level 4 Diploma in Regulated Financial Planning or equivalent.
• Some experience providing financial advice to clients.
• Desire to grow your career as a Financial Adviser.

Responsabilidades

• Providing holistic financial planning advice to an existing client portfolio.
• Conducting ongoing reviews across pensions, investments and retirement planning.
• Identify opportunities to strengthen and expand existing client relationships and grow portfolio via referrals and organic growth.
• Work collaboratively with in-house paraplanning and administration support.
• Assist clients with complex planning needs, including international and cross-border considerations where appropriate.

Conocimientos

Holistic planning

Pensions & investments

Client reviews

Cross-border planning

Educación

DipPFS/DipFA equivalent

Descripción del empleo

Premier Jobs UK Ltd in Durham is seeking an Employed Financial Advisor early in their advisory career. You will inherit an existing client bank and receive strong support to grow the portfolio through referrals and cross-border opportunities.

You will work with a collaborative team including paraplanning, administration and marketing to focus on high-quality financial planning and client outcomes. Hybrid working with office and home flexibility is offered.