Financial Planner - Coventry, United Kingdom - Ortus PSR

Ortus PSR
Ortus PSR
Verified Company
Coventry, United Kingdom

3 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

The opportunity for an experienced Financial Adviser to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service.

You can expect a basic salary up to £55,000, dependent on experience.


Responsibilities:


  • To deliver high quality financial planning advice to current and prospective clients.
  • To generate new business by identifying potential clients through referral, networking and marketing channels.
  • To help clients accomplish financial objectives by assessing financial situation; developing and presenting financial strategies and plans; monitoring changes in financial status and life circumstances.
  • To create a relationship between the Practice and its clients that delivers long term mutual value and benefit.
  • To conduct servicing and review events with existing clients.

Skills:


  • Chartered status or working towards.
  • Minimum 2 years experience as a front line Financial Adviser.
More jobs from Ortus PSR
See all jobs of Ortus PSR