Financial Planner

Ashley Rees Associates

Posted 6 days ago, valid for a month

Devizes, Wiltshire SN10 5JY, England

Full Time

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Sonic Summary

A prestigious financial planning company based in Wiltshire is seeking a new team member for their Devizes office, with hybrid working options available.
The role involves acquiring new clients and supporting the servicing of existing ones while collaborating effectively with the back office.
Candidates must have a Level 4 CII Regulated Diploma in Financial Planning or an equivalent qualification.
The salary for this position ranges from £45,000 to £50,000, with a realistic on-target earnings (OTE) of £60,000 to £70,000 in the first year.
The company is looking for individuals who can identify business opportunities and enhance client experiences through strong provider relationships.

Prestigious Financial Planning company based in Wiltshire are seeking an individual who can join their successful team. Based out of their office in Devizes however hybrid working is available.

The primary objective of this role is to provide a strong adviser presence in their Devizes office while acquiring clients and assisting their team to service existing clients. Effective collaboration with the back office is essential to support the client wealth hub operations.

Requirements:

Identify new business opportunities
Provide service for existing clients
Collaborate with back-office team to provide an enhanced products and customer
experience.
Provide regular reports on progress and market intel
Build provider relationships
Onboard clients and ensure top-tier advice
Qualified to level 4 CII Regulated Diploma in Financial Planning or equivalent

Salary £45-50k, realistic OTE of £60-70k for the first year.

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