Financial Planner

Prestigious Financial Planning company based in Wiltshire are seeking an individual who can join their successful team. Based out of their office in Devizes however hybrid working is available.

The primary objective of this role is to provide a strong adviser presence in their Devizes office while acquiring clients and assisting their team to service existing clients. Effective collaboration with the back office is essential to support the client wealth hub operations.

Requirements:

• Identify new business opportunities
• Provide service for existing clients
• Collaborate with back-office team to provide enhanced products and customer experience.
• Provide regular reports on progress and market intel
• Build provider relationships
• Onboard clients and ensure top-tier advice
• Qualified to level 4 CII Regulated Diploma in Financial Planning or equivalent

Salary: 45-50k, realistic OTE of 60-70k for the first year.