Financial Planner

Premier Jobs UK Limited; Bristol; Remote; GBP 40,000 - 70,000; Full time

Job summary

A leading recruitment firm is looking for an Independent Financial Planner to work remotely from the UK. This role involves managing a portfolio of existing clients and building relationships to retain and service their accounts. If you are proactive and enjoy working with clients, this position offers a robust support system and leads to help you succeed.

Qualifications

• Proactive approach to building relationships with clients.
• Ability to manage and service an existing portfolio of clients.

Responsibilities

• Manage relationships with a healthy portfolio of existing clients.
• Retain and service client accounts proactively.

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