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Job Location | Yorkshire and Humberside |
Education | Not Mentioned |
Salary | 40,000 - 50,000 per annum, OTE |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent, full-time |
This home based Financial Advisor job in Yorkshire provides the opportunity for you to contact substantial database of clients and re-engage with and move onto ongoing servicing.The database of clients have continued to receive correspondence from the business, therefore they will be receptive to your call and will recognise the business you are calling from. When engaging with them, you will look to undertake holistic financialplanning and transfer them onto ongoing servicing to build long term financial planning solutions.In addition to the database of clients, you will be provided with some of the Directors own clients.You will receive full administration support including, undertaking initial process to move clients onto platform, obtaining illustrations, preparing servicing packs and processing business.Financial Advisor Requirements