Financial Advisor (Investments / Pensions) (Permanent) in Chippenham

Financial Advisor (Investments / Pensions) (Permanent) in Chippenham

Chippenham Full-Time 58500 - 71500 £ / year (est.) No working from home possible
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At a Glance

  • Tasks: Advise clients on investments and pensions, managing an existing portfolio with no cold calling.
  • Company: Join a close-knit team within a larger financial group.
  • Benefits: Competitive salary, flexible working hours, and ongoing training opportunities.
  • Other info: Work alongside experienced chartered planners in a supportive environment.
  • Why this job: Make a real difference in clients' financial futures without the hassle of door-to-door sales.
  • Qualifications: Experience in financial advising and strong communication skills.

The predicted salary is between 58500 - 71500 £ per year.

This Financial Advisor job in Chippenham offers something rare: an existing portfolio worth around £450,000 in renewals, a steady flow of new business that generates itself, and no need to go knocking on doors.

You'll be joining a close-knit team within a larger group, working alongside experienced chartered planners who handle high-net-worth and complex cases daily.

Your purpose

You'll take owners...

Financial Advisor (Investments / Pensions) (Permanent) in Chippenham employer: Premier Jobs UK Limited

Join a forward-thinking national financial planning firm that champions a fully remote work culture, allowing you to balance your professional and personal life seamlessly. With a focus on employee growth, you'll have access to ongoing training and development opportunities while collaborating with high-performing Financial Planners on complex client cases. Experience a supportive environment that values innovation and excellence, making it an ideal place for those seeking meaningful and rewarding employment.

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Contact Details:

Premier Jobs UK Limited Recruitment Team

We think you need these skills to ace Financial Advisor (Investments / Pensions) (Permanent) in Chippenham

Financial Planning
Investment Knowledge
Pension Expertise
Client Relationship Management
Portfolio Management
Communication Skills
Analytical Skills