I am working with a highly reputable Financial Planning firm, looking to add a home-based Financial Planner to the team to work with existing clients and leads.
There are clients to be handed over and leads provided, along 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!