Financial Adviser - Taunton, United Kingdom - mbf.

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mbf.
Verified Company
Taunton, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

A successful financial planning & investment management practice based in Taunton are looking to recruit an experienced and motivated Financial Adviser to join their team.

The role has arisen due to an existing financial adviser retiring from the industryand presents a fantastic opportunity for a driven individual to take on a full client bank.


Key Responsibilities:

  • Provide holistic advice to the existing client bank, focusing on a high level of service & client retention
  • Building and maintaining strong relationships with clients, understanding their financial goals and providing tailored advice to meet their needs
  • Continuously reviewing clients' financial plans and portfolios, making recommendations where necessary
  • Help to grow the business by expanding existing relationships and attracting new clients where applicable

Requirments:

  • MUST be Level 4 qualified as a minimum and will be signed off to provide advice
  • Excellent communication and interpersonal skills, with the ability to build and maintain strong relationships with clients
  • Strong technical knowledge of financial planning and investment products, with the ability to provide clear and concise advice to clients
  • Ability to work independently, as well as part of a team

Benefits:


  • Full client bank provided with good ongoing trail
  • Comprehensive office support, including both paraplanning and administration
  • Opportunities for professional development and career advancement within the practice
  • A supportive and collaborative working environment
  • Competitive salary and benefits package


If you are a motivated and experienced Financial Adviser, looking for an exciting new opportunity to advance your career, we would love to hear from you.

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