Wealth Advisor: Autonomy, Leads & Full Admin Support

Premier Jobs UK Limited; Devon and Torbay; Hybrid; GBP 50,000 - 75,000; Full time

Benefits offered by this job

Hybrid working

Administrative and operational support

Paraplanning assistance

Professional development opportunities

Job summary

Premier Jobs UK Limited is seeking an experienced Financial Advisor in Devon to guide clients toward financial independence through comprehensive planning. You’ll deliver face-to-face and virtual meetings, conduct reviews, and build a robust client bank with company-led and personal business development.

The role offers hybrid working, a supportive back office, paraplanning assistance, and a competitive salary (£50,000 - £75,000) with performance bonuses and professional development

Qualifications

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

Responsibilities

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

Skills

Client management

Interpersonal skills

Communication abilities

Business development

Education

Diploma in Regulated Financial Planning (or FCA approved equivalent)

Tools

Financial planning software

Microsoft Teams

Job description

Premier Jobs UK Limited is seeking an experienced Financial Advisor in Devon to guide clients toward financial independence through comprehensive planning. You’ll deliver face-to-face and virtual meetings, conduct reviews, and build a robust client bank with company-led and personal business development.

The role offers hybrid working, a supportive back office, paraplanning assistance, and a competitive salary (£50,000 - £75,000) with performance bonuses and professional development