Financial Planner

Financial Planner - Barnstaple, South West England

Ref: 633Monday 23 May 2022

£40,000 - £70,000

I am working with a highly reputable Financial Planning firm, with an office in the South West, 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 Planner to the team, to take on new and existing clients and ensure they are serviced with the utmost attention. There are clients to be handed over and leads provided, so with a generous basic salary and strong bonus structure. 

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!

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