Financial Planner

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

Job summary

A financial services company is seeking a proactive Independent Financial Planner for a remote position in Liverpool. The role includes managing a healthy portfolio of existing clients and building strong relationships with new and existing clients. Full back office support and leads will be provided to ensure your success in this exciting opportunity.

Responsibilities

• Build great relationships with new and existing clients.
• Manage a healthy portfolio of existing clients.

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