Employed Financial Planner - Warrington, United Kingdom - Ortus PSR

Ortus PSR
Ortus PSR
Verified Company
Warrington, United Kingdom

4 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

The firm are looking to add an Employed Financial Planner to the team, to take on new and existing clients and ensure they are serviced to a high level detail.


Responsibilities:


  • Conducting meetings with existing and new clients, either officebased or in the clients home/business
  • Ensuring you help clients understand their options, in order to help them achieve their financial goals
  • Analysing all information and prepare a plan that is designed to individual clients

Skills:


  • A strong track record of providing financial advice
  • Competent Adviser Status
  • Exceptional client service skills, with a genuine interest in helping clients achieve their goals
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