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Job Location | Alderley Edge |
Education | Not Mentioned |
Salary | 60,000 - 80,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent, full-time or part-time |
This is a great opportunity to join an established independent financial adviser based just south of Wilmslow who are looking for an experienced financial planner to take over a large client book from a retiring adviser. In the role you will work closelywith the outgoing adviser in the first 12-18 months to build relationships and understand their clients needs.It is an exciting time to join the business as they have recently been taken over by a national law firm who are looking to expand their wealth management division. The practice will retain its managerial autonomy but will be involved in spring boardingfuture growth within the North West and other regionsWhat is needed from you
Keyskills :
Business DevelopmentCommunication SkillsFinancial AdviceFinancial PlanningBuilding Relationships