img
Permanent

Independent Financial Adviser - Established Client Bank

Chelmsford
money-bag 50000.00-50000.00 Annual
3179922663
Posted Today

The Opportunity Castle Wealth is looking for an Independent Financial Adviser to take responsibility for an established and manageable client bank within our growing independent financial planning business. Unlike many adviser roles, there is no requirement to build a client bank from scratch or rely on self-generated new business. Your primary focus will be on providing high-quality advice, developing long-term client relationships and identifying planning opportunities within an existing portfolio of clients. You will be supported by experienced paraplanning and administration teams, allowing you to spend more of your time working with clients and delivering advice. We are open to candidates at different stages of their advisory career. This could suit a developing adviser looking for the opportunity to take responsibility for an established client bank, or an experienced adviser looking for a high-quality servicing role without the pressure of continually generating new clients. The Role You will take responsibility for managing and developing relationships with an existing client bank, delivering structured annual and interim reviews and ensuring clients continue to receive suitable, valuable and proactive financial advice. Your responsibilities will include: Managing and developing long-term relationships with existing clients Conducting annual and interim client reviews, both face-to-face and remotely Providing holistic independent financial advice across retirement, ..... full job details .....

Other jobs of interest...

The Coast Partnership Ltd
LondonToday
money-bag10000-500000 Annual
Financial Divisions
IngatestoneToday
money-bag40000.00-40000.00 Annual
Financial Divisions
BasildonToday
money-bag40000.00-40000.00 Annual
Artemis Recruitment Consultants Ltd
LondonToday
money-bag10000-500000 Annual
Brevere Group
St. AlbansToday
money-bag10000-500000 Annual
Astral Recruitment
LondonToday
money-bag90000.00-90000.00 Annual
Financial Divisions
BasildonToday
money-bag50000.00-50000.00 Annual
Financial Divisions
LondonToday
money-bag400000.00-400000.00 Annual
WEALTHLINK RECRUITMENT LTD
London
money-bag10000-500000 Annual
Brevere Group
London5 days ago
money-bag10000-500000 Annual

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!