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Employed Financial Planner

Job LocationBlaby
EducationNot Mentioned
Salary30,000 - 60,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

Employed Financial PlannerLocation: LeicesterSalary: £30,000 - £60,000 + OTEThe firm are looking to add an Independent Financial Adviser 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

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