Wealth Management Professional

6 days ago


Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Full time
Job Title: Financial Planner

Overview: Premier Jobs UK is working with a reputable and independent financial advice group that has experienced significant growth since its inception. With a strong track record of delivering excellent results, the company is well-positioned to continue expanding its services.

Salary and Benefits: This exciting opportunity comes with a salary of approximately £55,000 plus bonuses. Additionally, you will receive a generous pension package, including 3% and 5% contributions, as well as 4x discretionary income support and 23 days holiday plus bank holidays.

Job Description: As a Financial Adviser, you will be responsible for providing financial planning services to clients. You will inherit a client bank and work closely with the Director to ensure seamless handovers and continued client satisfaction. Your goal will be to deliver exceptional service while identifying new business opportunities to drive growth.

Requirements: To excel in this role, you should have at least 4 years' experience in financial planning and hold a Diploma qualification in financial planning. Your excellent communication skills and ability to build strong relationships will be essential in achieving success.

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