Financial Planner (Client Bank)

Financial Planner - Birmingham, West Midlands

Ref: 453Monday 23 May 2022

£40,000 - £55,000

I am working with an award winning Financial Planning practice based in the West Midlands, with a fantastic local reputation due to their high quality and personal approach to financial advice.

The firm in question are looking to add a Financial Adviser to the team, to take on new and existing clients and ensure they are serviced with the utmost attention. There is a client bank to be handed over and leads provided, so with a generous basic salary and strong bonus structure, this really is an exciting opportunity. 

Main duties;

  • Conduct meetings with existing and new clients, either office-based or in the clients' home/business.
  • Ensure you help clients understand their options, in order to help them achieve their financial goals
  • Analyse all information and prepare a plan that is designed to individual clients'

To be considered for this role, ideally you will hold:

  • 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

If this sounds like the right role for you, please apply and we will be in touch to discuss in further detail!

Cookies on this website
We to ensure that we give you the best experience on our website. If you wish you can restrict or block cookies by changing your browser setting. If you continue without changing your settings, we'll assume that you are happy to receive all cookies on this website.