Financial Planner

Recruiter
Professional Recruitment
Location
Devon
Salary
From £35,000 to £40,000 per annum + benefits and bonus
Posted
17 Jun 2017
Expires
28 Jul 2017
Sector
Accounting
A new role has come to market working for a highly respected Wealth Management organisation. They have achieved the highest standard for firms by retaining highly qualified and dedicated staff. They conduct themselves in an open and transparent manner and pride themselves on their genuine interest in the success of their clients. This is an excellent opportunity to join a team with a unique proposition providing truly independent and unbiased financial advice. This role will be advising on all product areas and will be responsible for a variety of tasks such as: Building strong relationships with the clients and gaining their trust quickly Seamlessly taking on a book of clients bequeathed by a retiring IFA Cross referring and developing a strong network of customers and contacts both existing and new Building exceptional relationships with key stakeholders Understanding the needs and objectives of clients to provide the best service possible The successful candidate will be self motivated, an excellent team worker and must have previous IFA experience. You will have a proven track record of helping clients by understanding their situation and providing unbiased advi ce. You will need to be a natural team worker, articulate and conscientious who holds the client at the core of everything you do. Someone who can share a common goal, can network in professional environments easily and deal with people from all walks of life. This job was originally posted as www.totaljobs.com/job/74560985

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