Financial Planner
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What you'll do
- Inheriting and developing an existing client bank
- Focus on client relationships and high-quality advice delivery
- Inheriting a client bank of circa £60 Mil AUM across 110 households
- Meeting clients locally
What they're looking for
- Experienced adviser to focus on client relationships and high-quality advice delivery
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
We are now looking for a Financial Planner to join our Truro office, inheriting and developing an existing client bank. This role offers a strong platform for an experienced adviser to focus on client relationships and high-quality advice delivery, with support from paraplanning and client services teams.
This role will see you inheriting a client bank of circa £40 Mil AUM
The role is remote, but with the expectation to attend the Truro office from time to time for collaboration. and meeting clients locally as required
Company
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