Independent Financial Advisor
2 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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Independent Financial Advisor
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Bristol, United Kingdom CMD Recruitment Full time €24,000 - €28,000Administrator - Financial Services Industry £24,000pa - £28,000pa Bristol - Office based Full time, Permanent Are you an enthusiastic Administrator? Do you have experience within the financial services industry? If YES we want to hear from you! My client, who offer Independant Financial Planning Services, are looking for an experienced Administrator...
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Bristol, United Kingdom CMD Recruitment Full time €24,000 - €28,000Administrator - Financial Services Industry £24,000pa - £28,000pa Bristol - Office based Full time, Permanent Are you an enthusiastic Administrator? Do you have experience within the financial services industry? If YES we want to hear from you! My client, who offer Independant Financial Planning Services, are looking for an experienced Administrator...
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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 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 valuesEnsure clients are serviced in a timely and professional mannerMaintain good client and introducer relationships through...
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Independent Financial Advisor
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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. 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...
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