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Review Team Leader

Job LocationChatham
EducationNot Mentioned
Salary40,000 - 55,000 per annum, OTE
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

An excellent opportunity for a level 4 diploma qualified individual looking to explore financial advice. The firm will train you to advise upon an existing and strong client bank. You will not need to search for new business, instead you will maintain thecurrent clients by holding annual reviews. This is a fantastic opportunity for an administrator or paraplanner looking to get into financial advice.About the Company

  • Bespoke financial planning firm established in 2000s
  • Directly authorised by the FCA
  • They combine the expertise of qualified Mortgage Advisers with Financial Planners to support all of their clients from cradle to grave
  • The firm are looking to expand and want a dedicated team for client reviews that you will lead (management experience not required)
The Benefits
  • Basic salary of up to £40,000
  • Very realistic earnings of £55k+ in the first year due to the high quality client bank
  • This is a fantastic pathway into financial advice
The Role
  • Offering specialised financial advice to existing customers through annual reviews and ongoing advice
  • Heavy focus on the client and their needs
  • Face to face, zoom and telephone meetings with clients
  • After some time you may look to bring on junior advisers and administrators to the team
Click on the "apply now" button below if interested!

Keyskills :
AdviceClient MeetingsFinancial AdviceAnnual ReviewsTeam Leadership

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