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Financial Planning Specialist
2 months ago
This Financial Advisor role in a dynamic financial services company provides the opportunity to inherit a client portfolio and take over the ongoing financial planning and wealth management services.
The business is focused on achieving a high retention of clients and team members, therefore has a collaborative and inclusive team culture.
This is an excellent opportunity, as the client portfolio provided will typically validate your salary, providing you a strong foundation for your career.
As a Financial Advisor, you will be responsible for providing expert financial planning and investment advice to clients, helping them achieve their financial goals and objectives.
Key Responsibilities:
- Develop and implement comprehensive financial plans for clients
- Provide ongoing financial planning and wealth management services to clients
- Build and maintain strong relationships with clients and colleagues
- Stay up-to-date with industry developments and best practices
The ideal candidate will have a strong background in financial planning and wealth management, excellent communication and interpersonal skills, and the ability to work in a fast-paced environment.
Apply now to take your career to the next level and join a dynamic team of financial professionals at Premier Jobs UK Limited.
