In this employed Financial Advisor job you will inherit an existing client bank across the Oldham, Huddersfield and Manchester area.
You will takeover the ongoing financial planning servicing with a focus on achieving a high retention of clients.
Typically, the client bank provided will validate your salary, providing you a strong foundation to build on and motivation to identify and write new business.
Posted by Capio Recruitment Financial Planning • £60K/yr to £65K/yr
This firm provides advice across Pensions, Investments, IHT and Wealth management and have grown consistently over the last few years.
A well-respected Financial Planning firm with a good reputation across the market are looking for an experienced Financial Planner to come and join their growing team.
They are a forward-thinking firm that embrace technology and pride themselves on the technical knowledge that their team provides, along with the high-levels of customer service.
On high streets up and down the country our retail teams deliver a great shopping experience to customers while generating much needed income for the charity, ensuring that we can provide services and support to older people who need it most.
If you want to help us to help others, we have the job for you!