I am working with an award winning Independent Financial Adviser organisation who are looking to hire an experienced Financial Planner into a niche part of their advisor proposition.
The role will be in a partnership with a Building Society and you will provide whole of the market advice to the customers in branches across the the above areas.
There is a huge client base to work with and an incredible amount of warm leads provided by the branch network.
Support and develop the Community Partnership Network including identifying local community-embedded specialists to provide, products and services that are funded and non-funded, developing a diverse directory of services for participants to select from to address any barriers to work identified.
The role involves working strategically with JCP, Maximus Operations staff and also being responsible for a number of CPN partners.
The directory of suppliers will be subject to due diligence to meet quality standards as well as ongoing customer feedback.