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Junior Financial Planner

Junior Financial Planner

Blakemore Recruitment

Posted 13 days ago, valid for 2 days

Croydon, Surrey CR0 5RD

Full Time

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Sonic Summary

We are recruiting for a junior adviser position at a highly regarded financial planning organization.
The role involves managing a book of existing clients and ensuring they receive excellent service.
This is a home-based position with occasional visits to client homes or offices as needed.
Candidates should have experience in financial services, either as a client-facing paraplanner or a financial adviser.
The salary for this role is up to £50,000, with additional benefits and a bonus opportunity.

We are recruiting for a highly regarded financial planning organisation who are recruiting a junior adviser to join the team. The role is to manage a book of existing clients on behalf of the business and ensure the clients receive an excellent level of service.

You will be home based and you required to pro-actively engage with the existing clients of the business and service their financial planning requirements. there will be occasional visits to the client homes or office to meet clients in person as required. There will also be occasional company team meetings however these will be infrequent.

Your experience will be in financial services - either as a client facing paraplanner or as a financial adviser looking for an environment with clients provided and given the opportunity to focus on giving advice.

There is a salary of up to £50,000 plus benefits and also a bonus opportunity.

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