Job Description
Location
Provide comprehensive financial planning advice to clients, both existing and new.
Manage and nurture relationships within the client bank offered, ensuring their financial objectives are met.
Collaborate with the team to identify and pursue new business opportunities.
Stay updated on industry trends and regulations to provide clients with...
Northampton
Salary £50000 - £70000 TypePermanent WorkplaceOn-Site Ref89844Recruiter Managing This Role
Employed Financial Planner Northampton Up to £75,000
A highly-reputable wealth management practice are seeking a Financial Planner to join the team and take over a small client bank. In addition to managing existing clients, you will have the opportunity to work with the firm on acquiring new clients. They are specifically looking for a Advisor with the CII qualification, and they prioritise this certification.
Key Responsibilities:
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