img
Permanent

Financial Planner

Winchester
money-bag 55000.00-55000.00 Annual
3085442681
Posted Yesterday

An exciting opportunity has arisen for a Financial Planner to join a highly respected, national wealth management firm as part of its continued expansion across the South West.Our client is a well-established, relationship-led financial services organisation with an extensive UK presence and a longstanding reputation for delivering personalised advice to a broad range of clients. The business manages several billion pounds in client assets and is widely recognised for its client-first culture, strong retention rates and excellent reputation for service quality.Due to significant growth and increased client demand across the South West region, the firm is investing heavily in expanding its advisory team and is now seeking a Financial Adviser to play a key role in developing this area.The RoleThis is a client-driven Financial Planning role, providing immediate access to a well-developed pipeline of warm opportunities and established referral networks.The successful adviser will:Provide holistic financial planning advice to both new and existing clientsDeliver an exceptional level of ongoing service aligned with a relationship-driven advice modelWork closely with internal professional partners and local offices to develop client relationshipsEngage with a strong flow of qualified leads and referrals - ensuring a consistent pipeline of meetingsConvert opportunities into long-term advisory relationshipsIdentify new business opportunities to support continued regional ..... full job details .....

Other jobs of interest...

Recruit Wealth
HampshireYesterday
money-bag10000-500000 Annual
mbf.
SouthamptonYesterday
money-bag50000.00-50000.00 Annual
Recruit UK
PortsmouthYesterday
money-bag70000.00-70000.00 Annual
Resource Matters Ltd
SouthamptonYesterday
money-bag55000.00-55000.00 Annual
Resource Matters Ltd
BasingstokeYesterday
money-bag55000.00-55000.00 Annual
Resource Matters Ltd
AndoverYesterday
money-bag55000.00-55000.00 Annual
Resource Matters Ltd
WinchesterYesterday
money-bag55000.00-55000.00 Annual
Resource Matters Ltd
AltonYesterday
money-bag55000.00-55000.00 Annual
Resource Matters Ltd
FarehamYesterday
money-bag55000.00-55000.00 Annual
Resource Matters Ltd
BrockenhurstYesterday
money-bag55000.00-55000.00 Annual

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!