Financial Planner
7 hours ago
Financial Planning Organisation
===========================
**About the Role**
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mbf are working with a successful, fully Independent Financial Planning organisation to recruit an experienced Financial Adviser. Our client is an established business with a fantastic reputation, providing holistic financial solutions to clients across the Devon & Somerset regions.
**Key Responsibilities**
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* Provide holistic financial advice tailored to the unique needs and goals of each client.
* Take over a substantial book of clients with a region of £30M AUM.
* Build and manage client relationships, demonstrating a track record of success.
* Develop strong knowledge of financial products, investment strategies, and retirement planning.
**What We Offer**
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* A dynamic and supportive work environment with opportunities for professional growth and development.
* Basic salary circa £50,000 (although this can be flexible for the right individual) + performance-based bonuses.
**Requirements**
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* Minimum of 2 years' experience as a financial adviser, preferably in an independent capacity.
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