Financial Advisor

Premier Jobs UK Limited; Pont-y-waun; On-site; GBP 60,000 - 80,000; Full time

Job summary

A local financial planning firm is seeking a Financial Advisor to take over an established client bank from a retiring advisor. The role involves managing approximately 200 clients with the goal of ensuring maximum retention. Strong client relationship and financial planning skills are essential. This is an exciting opportunity to join a well-regarded firm in the financial services industry.

Responsibilities

• Takeover an established client bank from a retiring Financial Advisor.
• Ensure maximum retention of circa 200 clients.
• Assist in financial planning and client management.

Job description

This employed Financial Advisor job in Shropshire provides opportunity to takeover an established, existing client bank from a retiring Financial Advisor who has been with the business for 10 years. You will be joining a local financial planning firm.

You will be taking over circa 200 clients who are already on ongoing service agreements, with the goal of ensuring maximum retention click apply for full job details