Financial Advisor: Hybrid Role with Established Portfolio

Premier Jobs UK Limited; Durham; Hybrid; GBP 40,000 - 45,000; Full time

Benefits offered by this job

Hybrid working arrangement

Paraplanning support

International planning capabilities

Business support

Job summary

Premier Jobs UK Limited in Durham is seeking a Financial Advisor to take over an established portfolio of pension and investment clients from day one, with support to grow the business. You will work with an experienced team providing paraplanning, administration and marketing support, enabling more client time and less paperwork.

The role offers a starting salary of £40,000 to £45,000, with a revenue-based bonus and hybrid working arrangements.

Qualifications

• Experience providing financial advice to clients.
• Strong desire to progress as a Financial Adviser.

Responsibilities

• Provide holistic financial planning to an existing client portfolio.
• Conduct ongoing reviews across pensions, investments and retirement planning.
• Identify opportunities to strengthen and expand client relationships.
• Grow the portfolio through referrals and organic growth.
• Collaborate with paraplanning and administration support.
• Assist clients with complex planning needs, including international and cross-border considerations.

Skills

Financial advisory experience

Career growth mindset

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Premier Jobs UK Limited in Durham is seeking a Financial Advisor to take over an established portfolio of pension and investment clients from day one, with support to grow the business. You will work with an experienced team providing paraplanning, administration and marketing support, enabling more client time and less paperwork.

The role offers a starting salary of £40,000 to £45,000, with a revenue-based bonus and hybrid working arrangements.