Employed Financial Planner

3 weeks ago


Warrington, United Kingdom Ortus PSR Full time

The firm are looking to add an Employed Financial Planner to the team, to take on new and existing clients and ensure they are serviced to a high level detail.

**Responsibilities**:

- Conducting meetings with existing and new clients, either office-based or in the clients home/business
- Ensuring you help clients understand their options, in order to help them achieve their financial goals
- Analysing all information and prepare a plan that is designed to individual clients

**Skills**:

- A strong track record of providing financial advice
- Competent Adviser Status
- Exceptional client service skills, with a genuine interest in helping clients achieve their goals


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