Financial Planner

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

Job summary

A leading recruitment agency is looking for a proactive Independent Financial Planner to work remotely in Sheffield, UK. This role includes managing an existing portfolio of clients and building relationships, supported with leads and back-office assistance. Ideal for someone passionate about client service and financial planning.

Qualifications

• Proactive Financial Planner with strong relationship-building skills.

Responsibilities

• Build relationships with new and existing clients.
• Retain and service an existing portfolio of 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