Financial Planning Specialist
3 days ago
This exciting opportunity as a Financial Adviser involves inheriting a client bank and taking charge of ongoing financial planning services in Wolverhampton, Bridgnorth, and Birmingham.
As a member of the team, you will receive clients from one of the Directors and newly acquired clients. Your main focus will be on providing exceptional service to maintain strong relationships and exploring new business opportunities.
The company operates independently with its own investment proposition, offering full support from the team of Paraplanners and Administrators.
Key Aspects of the Job
- Deliver high-quality client service as a Financial Adviser.
- Possess 4+ years of experience in financial planning.
- Hold a Diploma qualification in financial planning.
Favourable Working Conditions
- Circa £55,000 annual salary plus performance-related bonuses.
- Pension contributions: 3% and 5%, 4x DIS, 23 days holiday, and bank holidays, including your birthday off.
- A hybrid working arrangement.
- Mentoring support from experienced colleagues.
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