The firm are looking to add an Employed Financial Planner to the team, to take on new and existing clients and ensure they are serviced to a high level detail.
Responsibilities:
- Conducting meetings with existing and new clients, either office-based or in the clients home/business
- Ensuring you help clients understand their options, in order to help them achieve their financial goals
- Analysing all information and prepare a plan that is designed to individual clients
Skills:
- A strong track record of providing financial advice
- Competent Adviser Status
- Exceptional client service skills, with a genuine interest in helping clients achieve their goals