Our client, a well-established and successful financial advisory firm, are looking for a charismatic and driven financial adviser to join their team; As a result of continued success and growth, the firm can provide the successful individual with a client bank, further client leads, back-office support, and continued professional development opportunities.
You will meet with prospective clients on a regular basis and provide them with a high level of service while conducting meetings in line with company expectations; You must outline with your clients the type of on-going service that they wish to receive.
Provide holistic financial planning to prospective and existing clients.
Job Description
They have opportunities across Hertfordshire, Essex, Suffolk or Cambridgeshire for Financial Advisers who thrive off new client engagement and can demonstrate a proven track record of winning new clients.Key responsibilities include:.
Recruit UK is working with a successful Independent Financial Planning firm which is growing its advice team.
We are currently looking for an experienced and fully qualified Mortgage and Protection Advisor to join our clients, a nationally recognised Estate Agency who are looking to add to their team in Cambridgeshire working on a remote / work-from-home basis.
Are you an experienced Mortgage Advisor who wants to work from home with leads provided?
This is a fast-paced position with excellent earning potential and strong leads are provided by the Estate Agency team.
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support and continued professional development opportunities; Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible.
Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven trainee financial planner to join their team; Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.