This employed Financial Advisor job provides the opportunity to be provided with clients and join a growing business
As a Financial Advisor, you will be provided with existing clients to takeover their ongoing servicing and ensure they receive excellent continuity of financial planning service.
In addition, the business is active in acquiring clients, therefore you will receive newly acquired clients for you to onboard into the business and provide ongoing servicing to. The business has a high retention rate.
Their business model is focused on catering for UK retail clients, therefore advice is provided via the telephone or video for business efficiency. Majority of clients are pre-retirement and looking to accumulate their wealth.
Paraplanning and administration support is provided.
Financial Advisor Requirements
This growing financial planning firm is focused on ensuring everyone can access high quality financial advice. Their team of 15, which consists of Management, Financial Advisors, Paraplanners, Compliance and Administrators work well together.
Financial Advisor Benefits
Call us now on 0208 0044 154 or click Apply
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