Financial Planner jobs in United Kingdom
Growth-Focused Financial Adviser - Newcastle/Vryheid
Old Mutual Limited
Advancing Financial Adviser (Newcastle/ Vryheid and Surrounds)
Old Mutual Limited
Part-Time Financial Adviser: Build Trust & Grow Finances
Old Mutual Limited
Part Time Financial Adviser (Newcastle/ Vryheid and Surrounds)
Old Mutual Limited
Chartered Financial Planner - Lincolnshire & Peterborough
Moore Kingston Smith LLP
Discover more opportunities than anywhere else. Find more jobs nowFinancial Planner (Senior Paraplanner)
NOVA Wealth
Chartered Financial Planner — High-Impact Wealth & ESG
Moore Kingston Smith LLP
Connect with headhunters to apply for similar jobsHolistic Financial Planner for Growth & Impact
Shackleton Advisers Limited
Holistic Financial Planner for Growth & Impact
Shackleton Advisers Limited
Associate Director/Financial Planner
St. James’s Place plc
Finance Manager (CCAB) – Public Sector, Bradford
Fosterbradford
Digital Trust - Managing Consultant
Capgemini
Head of Finance: Strategic Charity Finance Leader (Hybrid)
Hope House
Head of Finance - Hybrid, Impactful Charity Leadership
Hospiceuk
Head of Finance – Divisional Growth Leader (Dartford)
Bellway Limited
Head of Finance Dartford
Bellway Limited
Field-Based Employee Benefits Consultant: Grow Clients
Successionwealth
Employee Benefits Consultant
Successionwealth
Growth-Focused Financial Adviser - Newcastle/Vryheid
Job summary
A prominent financial services company in the United Kingdom seeks an Advancing Financial Adviser to provide comprehensive financial advice and manage client relationships. Candidates should possess at least a Matric qualification and a year of experience in financial services. Key competencies include consultative selling and excellent communication skills. The role also demands a valid driver's license and the ability to analyze customer needs to translate them into sales opportunities. This position aims to enhance client trust and satisfaction.
Qualifications
- A minimum of Matric or equivalent is required.
- 12 months' financial services experience as a Financial Adviser.
- Completion of Long-term Insurance Class of Business.
Responsibilities
- Provide comprehensive financial advice to clients.
- Translate customer engagements into sales.
- Analyze and synthesize information to meet customer needs.
Skills
Education
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.