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Wealth Management Consultant

2 months ago


Barnstaple, Devon, United Kingdom Premier Jobs UK Limited Full time
Financial Advisor

As a Financial Advisor with Premier Jobs UK Limited, you will have the opportunity to make a real difference in people's lives, helping them achieve their financial goals and build a secure financial future.

Our company is committed to providing a supportive and collaborative environment, where you can grow and develop your skills and expertise.

Key Responsibilities:

  • Provide financial planning services to clients, including investment advice and retirement planning.
  • Build and maintain strong relationships with clients, understanding their financial needs and goals.
  • Identify opportunities to grow and develop new business, working closely with colleagues and other stakeholders.

Key Skills and Qualifications:

  • Strong knowledge of financial planning and wealth management principles.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.