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Financial Planning Specialist

2 months ago

Exeter, Devon, United Kingdom mbf Full time

{"h1": "Financial Adviser Opportunity", "p": "mbf is working with a successful, fully independent financial planning organization to recruit an experienced financial adviser. Our client is an established business with a fantastic reputation, providing holistic financial solutions to clients across the Devon and Somerset regions.", "ul": [{"li": "Take over a substantial book of clients with a client bank of £30M AUM"}, {"li": "Provide exceptional service to ensure high client retention"}, {"li": "Organically develop new business from existing clients and professional introducers"}], "h2": "Key Responsibilities", "ul": [{"li": "Provide tailored financial advice to meet clients\u2019 unique needs and goals"}, {"li": "Build and maintain strong relationships with clients, earning their trust and confidence"}, {"li": "Collaborate with in-house accountants to provide integrated solutions"}, {"li": "Stay updated on industry trends, regulations, and best practices"}], "h2": "Requirements", "ul": [{"li": "Minimum 2 years\u2019 experience as a financial adviser, preferably in an independent capacity"}, {"li": "Demonstrated track record of success in building and managing client relationships"}, {"li": "Strong knowledge of financial products, investment strategies, and retirement planning"}, {"li": "Excellent communication, interpersonal, and problem-solving skills"}], "h2": "What\u2019s on offer", "ul": [{"li": "Dynamic and supportive work environment with opportunities for professional growth and development"}, {"li": "Basic salary circa £50,000 + performance-based bonuses"}, {"li": "Access to a large client book and regular leads to support business development efforts"}]