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Financial Planner

2 months ago

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

Job Overview:

In this employed Financial Advisor role with Premier Jobs UK Limited, you will inherit an existing client bank across the Devon area.

Key Responsibilities:

  • Takeover 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.
  • Often, the inherited client base will offer opportunities for growth and development.

Requirements:

  • Skills, experience, and qualifications that match those in this job overview.

About Us:

Premier Jobs UK Limited is a leading recruitment agency specializing in financial services. We are committed to providing exceptional service to our clients and candidates.