Financial Adviser - Okehampton, United Kingdom - mbf.

mbf.
mbf.
Verified Company
Okehampton, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description
Mbf are working with a very successful Financial Planning organisation to recruit an ambitious Financial Adviser.

The client is undergoing a sustained period of growth, they have acquired a number of businesses and have continued their natural growth viatheir excellent name in the industry.

They are now seeking to recruit another Financial Adviser to join their team in Okehampton, Devon.

Upon joining you can expect to receive a portfolio of clients, you will be responsible for providing a high level of service to these clients ensuring a highrate of retention - you will also be responsible spotting new business opportunities from these existing clients helping to drive new business.

You will be passed ongoing leads from the companies in house partners and will have access to external professionalintroducers.


The client wants their Financial Advisers to succeeded & thrive, they will provide you with clients & leads, full back office and technical support.

To be considered you must have experience within a similar role and MUST hold the Diploma in Financial Planning.


This is a fantastic opportunity for an experienced Financial Adviser who is looking for a new challenge within a forward thinking and growing business where you can have a long term.

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