About the role
Financial Planner£50,000 to £65,000 plus benefits and bonus Financial Advisor required by this wealth management firm that provides individual advice to HNW clients across retirement, investments, IHT and Trusts. Following continued new business growth, advisor retirements and increased portfolio workloads they now need to add to the advice team.You will be responsible for –
- Providing advice across the full spectrum of financial planning
- Inherit and service an existing client bank including review work
- Dealing with new business leads
- Generating revenue through other networking and referrals
About this listing
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