Financial Advisor – Hybrid, Inbound Leads, Full Planning

Planned Future; Chester; Hybrid; GBP 40,000 - 50,000; Full time

Benefits offered by this job

Company pension

Life insurance

Private medical insurance

Private dental insurance

Job summary

A growing financial advisory firm in Chester seeks a Financial Advisor to deliver webinars and provide comprehensive financial planning. The role offers a hybrid work environment with a focus on inbound leads from seminars. Ideal candidates will be Level 4 Diploma qualified, with strong presentation and communication skills. The position offers a quarterly bonus structure and various benefits including a pension and medical insurance.

Qualifications

• Confident presenter with strong communication and client-winning skills.
• Experience of public-sector DB schemes is an advantage.
• Proven new-business production and consistent conversion from seminars/webinars.

Responsibilities

• Deliver pre-arranged webinars and occasional in-person seminars.
• Run online first meetings and convert enquiries into ongoing advice relationships.
• Provide full financial planning across pensions, investments and protection.

Skills

Confident presenter

Strong communication skills

Client-winning skills

Organised

Education

Level 4 Diploma qualified

Job description

A growing financial advisory firm in Chester seeks a Financial Advisor to deliver webinars and provide comprehensive financial planning. The role offers a hybrid work environment with a focus on inbound leads from seminars. Ideal candidates will be Level 4 Diploma qualified, with strong presentation and communication skills. The position offers a quarterly bonus structure and various benefits including a pension and medical insurance.