We are looking for a senior planner to take over a retiring advisers clients and to help grow the business.
This is a truly exciting opportunity to help develop this business and work within this excellent financial services team.
Providing financial planning advice to a wide range of clients.
Assisting in the development and achievement of annual business targets and financial budgets.
Identifying and establishing contact with allocated client bank and prospective clients.
Gather and analysing information required to provide financial planning advice.
Complete all administration in a timely and accurate manner with the help and support of an exceptional back office team.
Maintaining performance standards.
An exciting time to be joining this exciting practice and work with exceptional financial services professionals.
There is an excellent salary, bonus and car allowance