Financial Planning Manager

21 hours ago


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

Financial Advisor

About the Role:

This employed Financial Adviser job covering Wolverhampton, Bridgnorth and Birmingham provides an excellent opportunity to inherit a client bank and take over ongoing financial planning services.

You will be provided with clients from one of the Directors of Premier Jobs UK Limited and also newly acquired clients. The priority is to provide exceptional service to maintain relationships whilst also seeking new business opportunities.

Key Responsibilities:
  1. Provide top-notch financial planning services to existing clients
  2. Inherit and manage a client bank to drive business growth
  3. Maintain strong relationships with clients while seeking new opportunities
Requirements:
  • Excellent communication and interpersonal skills
  • Strong knowledge of personal finance and wealth management
  • Able to work independently and as part of a team
What We Offer:
  • A competitive salary range of £40,000 - £60,000 per annum
  • Opportunities for career growth and professional development
  • A dynamic and supportive work environment


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