Financial Planner Home-based, Chester - Truestar Talent Ltd
Description
Would you like a salary of up to £60,000 basic, a client bank provided, appointments booked for you, full admin and paraplanner support, plus uncapped bonus and an extensive benefits package?
This large national award winning, wealth management company is one of the largest and most established financial planning and investment companies in the UK.
Does this describe you?
- Selfmotivated, efficient, thorough and forward thinking
- Professional, proactive, and a positive attitude with an ability to multitask
- Selforganised and able to prioritise workload to meet agreed deadlines
- Highly customer focused, with analytical thinking and highly developed interpersonal skills
- Currently providing Financial Advice to your clients and be qualified to either Diploma or Chartered level
Your role
- Delivering holistic total investment solutions, via video calls
- Providing exceptional service to and nurturing existing clients, organically increasing revenue to support business growth through referrals
- Developing enduring relationships with clients through regular reviews and delivering exceptional solutions to meet their changing circumstances
Interested?
If this sounds like the role for you, please forward a copy of your CV for immediate short-listing.
If you would like to discuss this role, or any others we may recommend to you, please do get in touch.
Not all of our roles are advertised, and we would love the opportunity to find the perfect one for you.
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