TG Selection Limited, a modern boutique Independent Financial Planning business in Bromsgrove, is seeking a servicing-led Financial Planner to join a growing team. The role focuses on maintaining long-term client relationships and delivering high-quality ongoing outcomes without the need to generate new client enquiries.
You will manage existing client relationships, conduct regular review meetings, provide ongoing financial planning advice, and work closely with Paraplanning and Administration
#J-18808-Ljbffr
