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Financial Services Professional

2 months ago

Exeter, Devon, United Kingdom mbf Full time

mbf is partnering with a successful, fully independent financial services organization to recruit an experienced Financial Adviser. Our partner is a well-established business with a strong reputation, providing comprehensive financial solutions to clients across the region.

The Managing Director has an extensive client portfolio and is looking to hand off a substantial book of clients, allowing them to focus on growing the business. The client bank you will be inheriting will be in the region of £30M AUM.

**Key Responsibilities:**

  • Provide tailored financial advice to meet the unique needs and goals of each client.
  • Build and maintain strong relationships with clients, earning their trust and confidence.
  • Collaborate closely with in-house financial experts to leverage their expertise and provide integrated solutions to clients.
  • Stay up-to-date on industry trends, regulations, and best practices to ensure the highest level of service and compliance.

**Requirements:**

  • Minimum of 2 years' experience as a financial adviser, preferably in an independent capacity.
  • Demonstrated track record of success in building and managing client relationships.
  • Strong knowledge of financial products, investment strategies, and retirement planning.
  • Excellent communication, interpersonal, and problem-solving skills.

**What's on offer:**

  • 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.
  • Access to a large client book and regular leads to support your business development efforts.