Mentored by Director
* Remote based role
* Given an established book of business
* No need to develop your own leads
* Support towards achieving Chartered status
The Burford Recruitment Company are delighted to be working with a local, highly successful, independent financial planning business. The team are dedicated to providing exceptional service, and are now looking for a talented individual to join them in delivering tailored financial advice to a well-established client bank.
The Role
We are seeking a Level 4 diploma-qualified candidate, ideally based in the Gloucestershire/Cheltenham area, to provide ongoing advice to a portfolio of established clients. This is an excellent opportunity for someone currently working as a Trainee Financial Adviser, Paraplanner, or in a client support role, who is keen to progress in their career. Key Responsibilities
Building and nurturing relationships with your allocated clients. Servicing and managing clients through face-to-face and online meetings. Focusing on client care without the need to source or develop your own leads. The Ideal Candidate Will Bring
Self-sufficiency, self-motivation, and ambition. Excellent interpersonal and communication skills. A commitment to loyalty and professional growth. On Offer
Salaried role with a competitive starting salary and regular reviews based on your productivity and client success. Opportunity to develop your profile as an adviser and take on new clients. Support towards achieving Chartered status if desired. A chance to work remotely while maintaining strong local client connections in Gloucestershire. If you're ready to take the next step in your financial advisory career with a firm that values dedication and client care, we'd love to hear from you.
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We are seeking a Level 4 diploma-qualified candidate, ideally based in the Gloucestershire/Cheltenham area, to provide ongoing advice to a portfolio of established clients. This is an excellent opportunity for someone currently working as a Trainee Financial Adviser, Paraplanner, or in a client support role, who is keen to progress in their career. Key Responsibilities
Building and nurturing relationships with your allocated clients. Servicing and managing clients through face-to-face and online meetings. Focusing on client care without the need to source or develop your own leads. The Ideal Candidate Will Bring
Self-sufficiency, self-motivation, and ambition. Excellent interpersonal and communication skills. A commitment to loyalty and professional growth. On Offer
Salaried role with a competitive starting salary and regular reviews based on your productivity and client success. Opportunity to develop your profile as an adviser and take on new clients. Support towards achieving Chartered status if desired. A chance to work remotely while maintaining strong local client connections in Gloucestershire. If you're ready to take the next step in your financial advisory career with a firm that values dedication and client care, we'd love to hear from you.
#J-18808-Ljbffr
