Employer: Financial Divisions Salary: £60,000 – £65,000 per annum Date Added: 11/03/2024
Due to continued expansion via acquisition, our boutique, chartered independent Financial Planners require an experienced Financial Planner to take a portion of the existing client bank to allow the chartered Planners and Directors more capacity to continue to deliver exceptional levels of service to their client portfolio. You will provide a seamless handover and maintain the high level of client service to these clients, initially a minimum of c 50 -60 families will be handed over however this will grow as further acquisitions are made by the business.
Candidates will be proven client relationship builders however no new business is expected/targeted so very much a relationship management role and high level of client service orientated position/opportunity. Due to the number of initial clients provided you will be expected to deliver an end to end service and also undertake some of your own paraplanning, however as your book grows you will be provided with full support and back up as the level of business merits.
This is an excellent opportunity for a talented client relationship builder to join a growing business and ensure the exemplary client service oriented approach of the business is upheld and maintained.
CVs to Jim at Financial Divisions in strictest confidence
