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Financial Planner

1 month ago

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

In this employed Financial Advisor role, you will inherit an existing client bank across the Devon area.

You will take over the ongoing financial planning servicing with a focus on achieving a high retention of clients. Typically, the client bank provided will validate your salary, providing you a strong foundation to build on and motivation to identify and write new business.

Key Responsibilities:

  • Manage and grow an existing client bank
  • Provide ongoing financial planning services
  • Focus on client retention and acquisition

About Premier Jobs UK Limited:

We are a leading recruitment agency specializing in financial services. Our team is dedicated to finding the best candidates for our clients.