Senior Financial Consultant
3 weeks ago
Financial Planning Opportunity
This role presents a chance to join a thriving boutique firm of Independent Financial Advisers, with a strong focus on organic growth and client acquisition.
As a Financial Planning Specialist, you will be responsible for managing a portfolio of approximately 100 clients, generating £15m - £20m in revenue. The goal is to continue growing the client bank to £30m through a combination of natural growth, client acquisition, and strategic activities.
Requirements
- Fully qualified in Financial Planning or equivalent
- Experience as a Financial Adviser, with a range of advice experience considered
Benefits
- Salary of £40,000 - £50,000 plus bonus structure
- Mixture of remote and office-based work in Tiverton and Exeter
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