Financial Planning Specialist
2 days ago
Financial Advisor Job Opportunity
**About the Role**
We are seeking a skilled Financial Advisor to join our team in the Oldham area. As a Financial Advisor, you will inherit an existing client bank and be responsible for providing ongoing financial planning services with a focus on client retention.
**Key Responsibilities**
* Inherit an existing client bank and take ownership of their financial planning needs
* Provide high-quality client service and achieve a high retention rate
* Identify and write new business opportunities
* Collaborate with a 2:1 ratio of back office support to Financial Advisors
**Requirements**
* Current Financial Advisor with experience in delivering quality client service
* 3+ years of financial planning experience
* Fully qualified in financial planning (Diploma level)
* Enthusiasm for the profession and a strong work ethic
**What We Offer**
* A strong foundation for building new business opportunities
* A highly efficient back office system
* Home working options with majority of advice provided via video or telephone
**Join Our Team**
If you are a motivated and experienced Financial Advisor looking for a new challenge, please apply for this exciting opportunity.
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