Financial Adviser - Employed

Financial Adviser / Employed / Clients given West Yorkshire

Salary between £45,000 - £55,000 + Bonus and excellent benefits

Are you looking for a new opportunity as a Financial Advisor / Planner? Are you looking for a company who can offer the following:

• Flexibility around family and work / life balance
• The opportunity to manage an existing book of clients
• Personal satisfaction and the opportunity to do something meaningful and rewarding
• A route to Directorship

This is an excellent opportunity where clients are provided!

Responsibilities of the role:

• Manage a book of existing clients
• Build and maintain strong relationships with clients
• Give advice on fund switches
• Provide excellent customer service and support to clients
• Act as a point of contact for clients for any queries or issues they may have
• Work closely with other teams within the company to ensure client needs are met

This is a fantastic opportunity if you are an experienced adviser, looking for future progression

and fully diploma qualified. Ideally with chartered or working towards chartered status.

Benefits:

• Full Administration Service
• Full Paraplanning Support
• Development support to achieve Chartered status
• Clients provided
• Excellent basic salary dependent upon
• Progression

If you do have the relevant experience please apply or get in touch to find out more with HELEN SPRIGGS. You can also contact me on LINKEDIN.