Hybrid Financial Advisor: Grow & Service £25m Client Book

Premier Jobs UK; England; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A financial advisory firm in the UK is seeking an experienced Financial Advisor to manage a client bank of approximately £25m in funds. The role involves servicing clients across Bedfordshire, Hertfordshire, and Buckinghamshire while developing new business opportunities. Ideal candidates should possess a Level 4 Diploma in financial planning and have at least 2 years of client-facing experience. This hybrid position offers flexibility between home working and in-person meetings.

Qualifications

• 2+ years' client facing experience as Financial Advisor.
• Experience advising on pensions, investments, and protection.

Responsibilities

• Service existing clients and build long-term relationships.
• Conduct in-depth reviews to understand clients' financial goals.
• Develop new business from existing clients and referrals.

Skills

Client relationship building

Financial planning

Business development

Education

Level 4 Diploma in financial planning or equivalent

Job description

A financial advisory firm in the UK is seeking an experienced Financial Advisor to manage a client bank of approximately £25m in funds. The role involves servicing clients across Bedfordshire, Hertfordshire, and Buckinghamshire while developing new business opportunities. Ideal candidates should possess a Level 4 Diploma in financial planning and have at least 2 years of client-facing experience. This hybrid position offers flexibility between home working and in-person meetings.