Senior Financial Planning Specialist

3 weeks ago


Barnstaple, Devon, United Kingdom Premier Jobs UK Limited Full time

Job Summary: We are seeking a skilled Financial Advisor to join our team at Premier Jobs UK Limited.

About the Role: As a Financial Advisor, you will be responsible for inheriting an existing client bank across the Devon area and providing ongoing financial planning services.

Key Responsibilities:

  • Take over the existing client bank and provide high-quality financial planning services.
  • Focus on achieving a high retention of clients and building strong relationships.
  • Identify and write new business opportunities to grow the client base.

Requirements: To be successful in this role, you will need to have excellent communication and interpersonal skills, as well as a strong understanding of financial planning principles.



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