Financial Advisor

 

Job Description

Our client is a successful advisory practice in the retail financial services sector. A opportunity has arisen for a Lead Financial Adviser to manage an existing portfolio. This is an excellent opportunity suited to someone who would benefit from a strong client base and continue to generate new business by leveraging relationships through the company and existing networks built through out your career. Good OTE potential.

Duties will Iinclude

  • To establish a relationship with existing clients
  • Identify and promote the other services offered by the company including mortgages and protection, estate planning etc.
  • Maintain a strong network of all professional contacts.
  • To provide ongoing advice to any existing clients which reflects their current and potentially changing circumstances.
  • To conduct in-depth reviews of clients’ financial circumstances, current provision and future aims based on their changing needs and circumstances.
  • Produce a comprehensive investment and pension planning service with the assistance of the office staff.
  • Assisting clients to make informed decisions and educate them on the Company’s Financial Circumstances.

PLEASE SEE OUR PRIVACY STATEMENT

 

Consultant Details

Daniel Cohen

Daniel Cohen

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Consultant
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+44 207 199 6262

Job Summary

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Permanent
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Ref ID: DC1236
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25/04/2022
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£40000 - £60000

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