Financial Services Professional
2 weeks ago
This is an exciting chance for a proactive and ambitious Financial Advisor to join a growing IFA firm in the North West region.
The business provides a solid foundation for success, with circa 15 existing clients to service each month and ongoing financial planning reviews to undertake.
The firm receives regular enquiries from introducers, social media, and their website, offering opportunities for growth and development.
Key Responsibilities:
- Service existing clients with financial planning reviews
- Undertake ongoing financial planning and advisory work
- Manage client relationships and develop new business opportunities
About the Business:
The company is a growing IFA firm with a strong reputation in the North West region.
They offer a supportive and dynamic work environment, with opportunities for professional growth and development.
Why Join:
This role offers a unique chance to join a successful and growing business, with opportunities for career advancement and professional development.
As a Financial Advisor, you will have the chance to work with a diverse range of clients, providing expert financial planning and advisory services.
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