Financial Planner

Premier Jobs UK Limited; Glasgow; Remote; GBP 80,000 - 100,000; Full time

Job summary

A financial services company in the UK is seeking an Independent Financial Planner to manage a portfolio of clients and provide support with leads. This remote position offers a comprehensive support system and aims to build strong relationships with clients. Ideal candidates will be proactive and have experience in client management.

Qualifications

• Proactive approach to building relationships with clients.
• Ability to manage a portfolio of existing clients.

Responsibilities

• Service and retain existing clients.
• Work with the provided leads and back office support.

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