Financial Advisor
A rapidly growing national wealth management business is looking to appoint a Desk Based Financial Planner into their expanding advice team.This is a genuinely exciting opportunity to join a business with major growth ambitions, whilst becoming part of a new and evolving advice proposition. Ideal for an adviser who enjoys helping shape something rather than stepping into a fully established client bank.The role will involve delivering holistic financial planning advice remotely, supporting both existing clients and new business generation.This opportunity would suit an ambitious financial planner looking to join a business with genuine momentum, excellent support and the chance to play a key role in a growing advice function.The Opportunity Employed Desk Based Financial Planner role within a growing national business Fully holistic advice offering including pensions, investments and protection Client meetings conducted virtually via Teams Opportunity to help build and develop a growing proposition Significant long term growth plans with adviser expansion targeted by 2030 Strong internal support structure and partnership services team Collaborative culture with excellent office environment Ongoing service clients and recurring income opportunitiesWhat They''re Looking For Level 4 Diploma qualified CAS achieved Previous financial planning/advising experience Strong communication and relationship building skills Comfortable working within a target driven environment Open to ..... full job details .....
Other jobs of interest...
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!