Financial Planner

Financial Planner

Devizes Full-Time 47500 £ / year No home office possible
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Prestigious Financial Planning company based in Wiltshire are seeking an individual who can join their successful team. Based out of their office in Devizes however hybrid working is available. The primary objective of this role is to provide a strong adviser presence in their Devizes office while acquiring clients and assisting their team to service existing clients. Effective collaboration with the back office is essential to support the client wealth hub operations. Requirements: * Identify new business opportunities * Provide service for existing clients * Collaborate with back-office team to provide an enhanced products and customer * experience. * Provide regular reports on progress and market intel * Build provider relationships * Onboard clients and ensure top-tier advice * Qualified to level 4 CII Regulated Diploma in Financial Planning or equivalent Salary £45-50k, realistic OTE of £60-70k for the first year

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Contact Detail:

Ashley Rees Associates Recruiting Team

Financial Planner
Ashley Rees Associates
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