Advisory Financial Professional
3 weeks ago
Opportunity Summary:
We are seeking an experienced Advisory Financial Professional to join our team in Wolverhampton, Bridgnorth, and Birmingham. This role offers a unique opportunity to inherit a client bank and take over the ongoing financial planning servicing.
As an Advisory Financial Professional, you will be responsible for delivering exceptional service to maintain relationships with existing clients while seeking new business opportunities. You will receive full support from our team of Paraplanners and Administrators, as well as a salary of circa £55,000 plus bonuses.
Key Responsibilities:
- Deliver quality client service and maintain relationships with existing clients.
- Take over the ongoing financial planning servicing of a client bank.
- Seek new business opportunities and expand the client base.
Benefits:
- A salary of circa £55,000 plus bonuses.
- 3% and 5% pension contribution, 4x DIS, 23 days holiday plus bank holidays, and birthday off.
- Hybrid role and excellent mentoring support from our team.
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