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Financial Planning Specialist
1 month ago
This employed role is ideal for an experienced individual looking to advance their financial advising career. You will inherit a client base with assets ranging from £200k to £500k, requiring a review of their financial planning needs and provision of long-term advice.
Key Responsibilities:
- Undertake a thorough review of clients' financial planning needs
- Provide high-quality, long-term advice to clients
- Manage and grow existing client relationships
About Premier Jobs UK Limited:
We are a leading recruitment agency specializing in financial services. Our team is dedicated to connecting talented professionals with exciting career opportunities.
