Job Description
This employed Financial Advisor job in Fareham provides opportunity for you to focus on servicing an existing client bank
If you are considering sending an application, make sure to hit the apply button below after reading through the entire description.
The business has existing clients available for you to takeover servicing for their current, ongoing and future financial planning needs. Your purpose will be to ensure the clients continue to receive great service.
In addition, you will receive some leads generated from marketing initiatives, website enquiries or historic clients that you can re-engage with etc
Comprehensive administration and paraplanning support are provided every step of the client journey, so that you can focus on the financial advice
To note, this role will require regular presence in their office as most of the clients prefer meeting at the office. However, our client is happy for you to have hybrid, flexible working when no...