Financial Services Specialist

2 weeks ago


Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Full time

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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