Financial Advisor

JR United Kingdom; Sutton Coldfield; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A financial services firm in Sutton Coldfield is seeking a Financial Planner to join their small, close-knit team. This hybrid role offers the opportunity to manage an existing client bank and deliver holistic financial planning services. Ideal candidates will have experience in the field and strong interpersonal skills.

Qualifications

• Experience in financial planning.
• Strong interpersonal skills.
• Ability to manage an existing client bank.

Responsibilities

• Provide holistic financial planning services.
• Work closely with Financial Advisers and Support Staff.
• Manage and grow the client base.

Job description

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Financial Planner Role in Sutton Coldfield

This hybrid Financial Planner job in Sutton Coldfield offers an opportunity to join a small, close-knit team and take over an existing client bank.

You will be joining a team of 2 Financial Advisers and 2 Support Staff who work closely together to provide holistic financial planning services.

The business has experienced consistent growth and has no plans to slow down.