Financial Planning Specialist
1 month ago
Financial Advisor Role
**Job Summary**
We are seeking a skilled Financial Advisor to join our team in Devon. As a Financial Advisor, you will be responsible for delivering high-quality client service and achieving a high retention of clients. You will inherit an existing client bank and work closely with our back office team to ensure a smooth transition.
**Key Responsibilities**
* Deliver exceptional client service and achieve high client retention
* Inherit and manage an existing client bank
* Work closely with our back office team to ensure a smooth transition
* Identify and write new business opportunities
**Requirements**
* Diploma qualified in financial planning
* Good experience within the financial planning industry
* Enthusiastic and forward-thinking with a passion for delivering excellent client service
**Company Overview**
Our client is a growing IFA firm led by highly respected names within the financial services industry. We are committed to creating an inclusive culture with goal-based financial planning for clients. We offer a competitive salary, uncapped bonuses, and excellent ongoing employee well-being programs.
**Benefits**
* Salary up to £60,000 depending on experience with an uncapped OTE
* Uncapped bonuses
* Company benefits including pension, life assurance, group income protection, health cash plans, and salary exchanges
* Excellent ongoing employee well-being programs
* Home-based role with some face-to-face client meetings and visits to the office
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