Are you an experienced Financial Advisor seeking a new challenging role within a well established and highly professional local organisation?
Have 1st class client liaison and communication skills and live locally to either the Sutton or Byfleet areas?
Interested in joining an organisation that can offer significant benefits as well as a flexible working environment that offers an excellent work/life balance?
Our client is an independent multi Partner firm of Certified Chartered Accountants, Insolvency Practitioners, and Independent Financial Advisors dedicated to ensuring our clients achieve their goals, maximising profits, and minimising taxation liabilities.
With offices based in Sutton and West Byfleet in Surrey they serve clients throughout London and the South-East and are currently seeking a Financial Advisor to join their team.
As our clients Financial Advisor you will play a pivotal role in expanding their client base by leveraging the existing databases of an accountancy firm based in Surrey. Your task will be to nurture and grow relationships with potential clients, ensuring their financial well-being while aligning with our client’s values and goals & a summary of responsibilities appears below:-
Utilise accountancy partnership’s databases to identify potential clients who could benefit from financial services products.
Engage with...