Financial Planner

Premier Jobs UK Limited; Birmingham; Remote; GBP 60,000 - 80,000; Full time

Job summary

A leading recruitment firm is seeking an Independent Financial Planner for a remote position in Birmingham. You will manage a healthy portfolio of clients and focus on building strong relationships to ensure retention and service. This role comes with leads and full back office support to aid your success.

Qualifications

• Proactive approach to financial planning and client management.
• Ability to establish and maintain strong client relationships.

Responsibilities

• Build relationships with new and existing clients.
• Manage a portfolio of existing clients to retain and service.

Job description

Overview

This exciting, employed, remote based Independent Financial Planner job is the full package! The business will provide you with leads, existing clients and full back office support!

This proposition is well suited to proactive Financial Planner who enjoy building great relationships with new and existing clients.

You will be given a healthy portfolio of existing clients with aim to retain, servic click apply for full job details