Financial Services Specialist
2 weeks ago
Job Title: Financial Services Specialist
Job Summary: We are seeking a skilled Financial Services Specialist to join our team. As a Financial Services Specialist, you will be responsible for providing excellent service to maintain relationships and seeking new business opportunities.
Key Responsibilities:
- Provide quality client service
- Deliver financial planning services
- Maintain relationships with clients
- Identify new business opportunities
Requirements:
- 4+ years financial planning experience
- Fully Diploma qualified in financial planning
Benefits:
- Salary of circa £55,000 plus bonuses
- Plus, 3% & 5% pension contribution, 4x DIS, 23 days holiday plus bank holidays and your birthday off and financial support towards exams
- Hybrid role
- Excellent mentoring support from highly accomplished team
Locations: Wolverhampton, Bridgnorth, Birmingham
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