Hybrid Financial Advisor: Full Back-Office Support & Leads

Premier Jobs UK Limited; Shirwell; Hybrid; GBP 50,000 - 75,000; Full time

Benefits offered by this job

Competitive salary

Performance bonus

Hybrid working

Admin support

Paraplanning support

Professional development

Job summary

Premier Jobs UK Limited is seeking an experienced Financial Advisor based in the Devon area with hybrid working options. The role focuses on building long-term client relationships through comprehensive financial planning, including pensions, investments, savings, and protection.

The client offers strong back-office support, company-generated leads, and a structured advice process to drive growth and client satisfaction.

Qualifications

• Diploma in Regulated Financial Planning or FCA approved equivalent.
• Experience as a practicing Financial Advisor with proven client management skills.
• Strong interpersonal and communication abilities.
• Business development and networking experience.
• Proficiency with financial planning software and Microsoft Teams.

Responsibilities

• Deliver face-to-face and virtual client meetings.
• Conduct comprehensive financial reviews and produce detailed reports.
• Develop new business through networking, referrals, and company leads.
• Maintain and grow client relationships through regular reviews.
• Leverage digital tools and CRM systems to enhance client service.

Skills

Interpersonal skills

Communication

Networking

Business development

Financial planning

Education

Diploma in Regulated Financial Planning

Tools

CRM systems

Microsoft Teams

Job description

Premier Jobs UK Limited is seeking an experienced Financial Advisor based in the Devon area with hybrid working options. The role focuses on building long-term client relationships through comprehensive financial planning, including pensions, investments, savings, and protection.

The client offers strong back-office support, company-generated leads, and a structured advice process to drive growth and client satisfaction.