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.