Hybrid Financial Advisor — Grow £25m Client Book

Premier Jobs UK Limited; Luton; Hybrid; GBP 70,000; Full time

Job summary

A small independent financial advisory firm in Luton seeks a Financial Advisor to manage an existing client bank of circa £25m FuM. The role involves advising clients on pensions, investments, and financial protection, while also developing new business. Ideal candidates will have a Level 4 Diploma in financial planning and at least 2 years' experience. The role is hybrid, allowing for both remote work and client meetings, with competitive pay and benefits including a salary of up to £70,000 and additional bonuses.

Benefits

Salary of up to £70,000 plus bonuses

Medical and life cover

5% employer pension contribution

25 days holiday + bank holidays

Hybrid working with home and office

Opportunity to join a small financial planning firm

Qualifications

• Minimum of 2 years' client-facing experience as a Financial Advisor with CAS status.
• Demonstrated track record of growing a client bank through proactive activities.
• Strong IT skills for client meetings and record keeping.

Responsibilities

• Advise on pensions, investments, protection, and other financial needs.
• Service an existing client bank of circa £25m FuM.
• Develop new business from existing clients and referrals.

Skills

Client centric approach

Excellent interpersonal skills

Proactive business development

Professionalism

Education

Fully Level 4 Diploma in financial planning or equivalent

Job description

A small independent financial advisory firm in Luton seeks a Financial Advisor to manage an existing client bank of circa £25m FuM. The role involves advising clients on pensions, investments, and financial protection, while also developing new business. Ideal candidates will have a Level 4 Diploma in financial planning and at least 2 years' experience. The role is hybrid, allowing for both remote work and client meetings, with competitive pay and benefits including a salary of up to £70,000 and additional bonuses.