Financial Adviser / Employed / Clients given West Yorkshire
Salary between £45,000 - £55,000 + Bonus and excellent benefits
Are you looking for a new opportunity as a Financial Advisor / Planner? Are you looking for a company who can offer the following:
- Flexibility around family and work / life balance
- The opportunity to manage an existing book of clients
- Personal satisfaction and the opportunity to do something meaningful and rewarding
- A route to Directorship
This is an excellent opportunity where clients are provided!
Responsibilities of the role:
- Manage a book of existing clients
- Build and maintain strong relationships with clients
- Give advice on fund switches
- Provide excellent customer service and support to clients
- Act as a point of contact for clients for any queries or issues they may have
- Work closely with other teams within the company to ensure client needs are met
This is a fantastic opportunity if you are an experienced adviser, looking for future progression
and fully diploma qualified. Ideally with chartered or working towards chartered status.
Benefits:
- Full Administration Service
- Full Paraplanning Support
- Development support to achieve Chartered status
- Clients provided
- Excellent basic salary dependent upon
- Progression
If you do have the relevant experience please apply or get in touch to find out more with HELEN SPRIGGS. You can also contact me on LINKEDIN.