Financial Planner Home-based, Chester - Truestar Talent Ltd

Truestar Talent Ltd

Verified Company

Chester, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

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.

They offer high-quality holistic advice and are looking for a video-based Financial Planner tomanage a retiring IFA's client bank, to develop new and maintain existing long-term client relationships

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

This is an amazing opportunity to work for a compassionate, flexible company that wants to invest in your future, providing training if you want to progress and realize your full potential

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.