Financial Planning Specialist
4 weeks ago
In this exciting role, you will inherit an existing client bank across the Devon area, providing a strong foundation to build on and motivation to identify and write new business.
You will take over the ongoing financial planning servicing with a focus on achieving a high retention of clients. The client bank provided will validate your salary, allowing you to focus on delivering quality client service and identifying new business opportunities.
The business utilises home working with majority of advice provided via video or telephone. During the transition of clients, you may need to be in their local office to facilitate a smooth handover.
Requirements- You should be a Financial Advisor with experience of delivering quality client service or in a support role looking to step up to advice
- You should have good experience within financial planning industry
- You must be fully Diploma qualified in financial planning
- You must be enthusiastic for your profession; be forward thinking; do the right thing and actively care for your clients and colleagues
This growing IFA firm is led by highly respected names within the financial services industry, focused on creating an inclusive culture with goal based financial planning for clients. The business is keen to build a great place to work, with a friendly team that is passionate about treating everyone fairly and an ethos of promoting wellbeing, whilst also rewarding generously.
Benefits- Salary up to £60,000 depending on experience with an uncapped OTE
- Uncapped bonuses
- Plus company benefits including pension, life assurance, group income protection, health cash plans and salary exchanges
- Excellent ongoing employee well being programmes
- Home based role with some face-to-face client meetings and visits to the office
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