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Independent Financial Advisor

www.topfinancialjobs.co.uk - Jobboard

Birmingham

On-site

GBP 60,000 - 80,000

Full time

Yesterday

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An established industry player is offering an exciting opportunity for a Financial Adviser in Birmingham. This role allows you to inherit a valuable client bank, providing a solid foundation for your financial advisory career. You will focus on delivering exceptional financial planning services, ensuring high client retention while also seeking new business opportunities. This position is ideal for motivated professionals eager to build their client relationships and grow their business in a supportive environment.

Manage an existing client bank while focusing on client retention.
Identify and write new business to enhance financial planning services.

This employed Financial Adviser job provides opportunity to inherit an existing client bank around the Birmingham area.

You will take over the ongoing financial planning servicing with a focus on achieving a high retention of clients. Typically, the client bank provided will validate your salary, providing you a strong foundation to build on and motivation to identify and write new business.

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Independent Financial Advisor

www.topfinancialjobs.co.uk - Jobboard

Birmingham

On-site

GBP 60,000 - 80,000

Full time

Job summary

Responsibilities

Job description