Growth-Focused Financial Adviser with Portfolio

The JobsBoard

Basingstoke

Sur place

GBP 40 000 - 80 000

Plein temps

Il y a 4 jours
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Avantages offerts par ce poste

Existing client portfolio
Supportive environment

Résumé du poste

The JobsBoard is seeking an experienced Financial Adviser in the UK to join a growing financial planning business. You will service an existing client bank from day one while also building your own portfolio and developing your career in a supportive environment. Experience in St.

James's Place is not required; advisers from various financial planning backgrounds are welcome. Location options include Wolverhampton area or Basingstoke/Reading area.

Qualifications

  • Qualified and experienced in providing financial advice.
  • Confident building and maintaining strong client relationships.
  • Comfortable servicing an existing portfolio of clients.
  • Commercially minded and motivated to develop new business.
  • Ambitious and keen to grow their own client portfolio.

Responsabilités

  • Provide high-quality financial advice to clients.
  • Build and maintain long-term relationships with clients.
  • Service an existing client bank and develop new business opportunities.

Description du poste

The JobsBoard is seeking an experienced Financial Adviser in the UK to join a growing financial planning business. You will service an existing client bank from day one while also building your own portfolio and developing your career in a supportive environment. Experience in St.

James's Place is not required; advisers from various financial planning backgrounds are welcome. Location options include Wolverhampton area or Basingstoke/Reading area.

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