Are you looking for a home-based employed Financial Advisor job North of Manchester or North Midlands with existing clients provided?
In this Financial Advisor role, you will be provided with an existing portfolio of clients, from previous successful acquisitions. Plus provided with clients from future acquisitions. Your focus will be to establish relationships with the clients to build trust and maintain the ongoing financial planning. You will join a team of existing Financial Advisors in providing excellent financial advice to a number of their 1,800+ clients.
To help build the portfolio further, you should look to identify new business opportunities where the previous retiring Financial Advisor may have not reviewed
Financial Advisor Requirements
This highly rated Financial Planning firm is well positioned to continue their growth phase, with ambitious, yet achievable aims. They have established an effective team of Financial Advisors that are well supported by Paraplanners and Administrators, with everyone working collectively together.
Financial Advisor Benefits
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