Independent Financial Advisor
4 weeks ago
Our client are looking for a Financial Planner to join their team. As a Financial Planner, your role is to understand your clients current and future financial goals.
Key Responsibilities:
- Develop an understanding of the company's core values
- Ensure clients are serviced in a timely and professional manner
- Maintain good client and intriducer relationships through client meetings
- Continually driving improvement in quality of advice and client files
- Conducting in-depth reviews of clients' financial circumstances
- Reviewing and responding to clients changing needs and financial curcumstances
- Acquire new business, via personal business planning and company lead generation programme
Experience Required:
- Diploma in Financial Planning as a minimum qualification
- Track record of providing solid financial advice
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Bristol, United Kingdom Clayton Davies Full timeOur client are looking for a Financial Planner to join their team. As a Financial Planner, your role is to understand your clients current and future financial goals.Key Responsibilities:Develop an understanding of the company's core valuesEnsure clients are serviced in a timely and professional mannerMaintain good client and intriducer relationships through...
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Bristol, United Kingdom Clayton Davies Full timeOur client are looking for a Financial Planner to join their team. As a Financial Planner, your role is to understand your clients current and future financial goals. Key Responsibilities: Develop an understanding of the company's core values Ensure clients are serviced in a timely and professional manner Maintain good client and intriducer...
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Bristol, United Kingdom Clayton Davies Full timeOur client is looking for a Financial Planner to join their team. As a Financial Planner, your role is to understand your clients current and future financial goals. Key Responsibilities: Develop an understanding of the company's core values Ensure clients are serviced in a timely and professional manner Maintain good client and introducer...