Senior Financial Services Specialist
4 days ago
Job Overview:
The role of a Senior Financial Services Specialist at Premier Jobs UK Limited is to manage an existing client bank across the Devon area, inheriting a strong portfolio and taking ownership of ongoing financial planning services.
This position offers a unique opportunity to build on existing relationships and drive client retention through exceptional service delivery.
About the Role:
We are seeking a highly skilled and experienced Financial Advisor who can leverage their expertise to maintain and grow our client base in Devon.
The ideal candidate will have a proven track record of delivering high-quality financial planning services, with a focus on customer satisfaction and retention.
Key Responsibilities:
- Manage and grow an existing client bank across Devon
- Develop and implement effective financial planning strategies to drive client satisfaction and retention
- Maintain strong relationships with clients and stakeholders
- Identify opportunities for new business growth and development
Requirements:
To be successful in this role, you will need:
- A strong background in financial services, preferably with experience in client management and relationship-building
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and stakeholders
- Proven ability to work independently, with minimal supervision
- Strong analytical and problem-solving skills, with the ability to analyze complex financial data and make informed decisions
- Able to work in a fast-paced environment, prioritizing multiple tasks and deadlines
Benefits:
This role offers a competitive salary package, including a base salary of £50,000 - £60,000 per annum, dependent on experience.
In addition, you will receive a range of benefits, including:
- A comprehensive training program to support your professional development
- A generous bonus scheme, tied to individual and team performance
- A range of employee benefits, including pension scheme, life insurance, and annual leave entitlement
About Us:
Premier Jobs UK Limited is a leading provider of recruitment services, specialising in the placement of high-calibre candidates in finance and accounting roles.
We pride ourselves on our commitment to excellence, innovation, and customer satisfaction, and we are dedicated to building long-term relationships with our clients and candidates.
How to Apply:
If you are a motivated and experienced Financial Advisor looking for a new challenge, please submit your application, including your CV and cover letter, to us.
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