Financial Adviser / Servicing Adviser
Location: Telford
Salary: 50-65k with a client retention bonus
If you are an experienced Financial Adviser seeking a new challenge, then this could be the role for you!
As a Financial Planner you can expect to work in a supportive and dynamic working environment as part of a team with genuine client focus.
To be successful in this role, you will be self-motivated and hardworking, looking for a fulfilling career with a strong emphasis on client care, with an analytical mind and strong attention to detail. Excellent communication is essential with a proven ability to develop and maintain strong relationships.
You must have at least four years’ experience working as a Financial Planner and will have a proven track record providing high levels of Advice.
You will be provided with full Paraplanning and Administration support from an office-based team, this will allow you to spend more time with your clients.
Your new role
- Your new job working as a Financial Planner is an all-encompassing role, where you will be required to pick up relationships with existing professional connections
- This role is an outstanding opportunity for a driven, ambitious and experienced Financial Planner
- Competitive flexible package with rewards for achievement will be given to the successful candidate depending on ability, experience and skillset to work alongside a dedicated team of people.
What you’ll need to succeed
- Your previous experience working as a Financial Planner, managing relationships and a portfolio of customers, will contribute to your success in securing this role
- You will have proven previous experience in working with high net worth clients, retaining relationships and developing new business
- Ethical and willing to work as part of a team of likeminded individuals;
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
If this role isn’t of interest then please contact us as we have a number of active roles at the moment that may be more suitable.
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