Financial Planning and Business Development Professional
2 weeks ago
Financial Planning Administrator/junior Paraplanner
About the Role:We are seeking a highly motivated and ambitious individual to join our team as a Trainee Financial Adviser. The successful candidate will be responsible for acquiring existing clients and developing their client base.
Main Responsibilities:
- Client acquisition and growth through effective marketing strategies and relationship building.
- Client management and retention by providing exceptional customer service and support.
- Developing a client base through proactive networking and business development activities.
Requirements:
- Diploma qualified with a strong understanding of financial planning principles.
- Industry experience with a proven track record of client acquisition and growth.
- Excellent client management skills with the ability to build strong relationships.
Salary and Benefits:
A competitive salary of £25,000 - £35,000 per annum, depending on experience, plus benefits package and opportunities for OTE earnings.
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