Financial Asset Manager
3 weeks ago
Financial Services Opportunity
This employed, Independent Financial Advisor role in the North West offers a proactive, hunger Advisor the chance to join a growing IFA firm.
The business will provide you with circa 15 existing clients to service each month and undertake their ongoing financial planning reviews. In addition, the business receives regular enquiries from their introducers, social media and website, which you will be expected to manage and convert into new business opportunities.
Key Responsibilities:
- Service circa 15 existing clients per month
- Undertake ongoing financial planning reviews
- Manage and convert regular enquiries into new business opportunities
About the Business:
The business is a growing IFA firm in the North West, with a strong reputation for providing high-quality financial services to their clients.
What We Offer:
The business offers a competitive salary and benefits package, as well as opportunities for professional development and growth.
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