Job Description

Job description

My client is currently looking for an experienced Financial Planner to join their business in Preston. This is an exciting role with a large client bank to inherit.

By joining this business as a Financial Planner you play an integral part in an independent financial advice and fund management group. They empower their people to foster their entrepreneurial abilities in a supportive and collaborative environment that raises the professionalism of financial advice. Career progression, flexible working, great benefits are all available, with a lucrative bonus structure on offer for the right individual.

Responsibilities

  • Meet with clients to gain a deep understanding of their current financial position and future plans, and develop compelling, long-lasting relationships
  • Work collaboratively with Paraplanners, support staff, line managers and other parts of the business, in order to deliver high quality ...

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