Financial Services Manager

3 days ago

South Yorkshire, United Kingdom Recruitment Services Ltd Full time
About the Role

We are seeking a skilled Financial Planner to join our team as a self-employed business owner within our Wealth Management umbrella. As a Financial Planner, you will be responsible for simplifying the financial well-being of clients by prioritizing their needs in an approachable manner.

Key Responsibilities
  • Run your own business with comprehensive support and training to establish and grow your client base
  • Develop a down-to-earth and approachable demeanor to encourage clients to enhance their financial portfolios
  • Evidence drive for personal and professional growth, acting independently and intuitively
  • Utilize your expertise to provide tailored financial solutions to clients
What We Offer
  • Competitive financial support package tailored to your personal and business needs
  • Comprehensive support and training to establish and grow your business, network, and client base
  • Opportunity for personal and professional growth in a dynamic and supportive environment
Requirements
  • At least 2 years' relevant experience in Wealth Management
  • Proven track record of success in financial planning and client relationship management
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team
About Us

We are a leading provider of Wealth Management services, dedicated to helping individuals and businesses achieve their financial goals. Our team is passionate about delivering exceptional service and support to our clients, and we are committed to helping our Financial Planners succeed in their careers.

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