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Financial Planner

Ashley Rees Associates

Devizes

Hybrid

GBP 45,000 - 50,000

7 days ago

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An established industry player in financial planning is seeking a dynamic individual to join their successful team in Devizes. This role offers the opportunity to provide a strong adviser presence while acquiring new clients and assisting in servicing existing ones. The ideal candidate will thrive in a collaborative environment, working closely with the back office to enhance product offerings and customer experience. With hybrid working options available, this position promises a balanced work-life dynamic while contributing to a thriving wealth hub operation. If you are passionate about financial planning and client service, this role could be your next career step.

Strong adviser presence with a focus on client acquisition and service.
Qualified to level 4 CII Regulated Diploma in Financial Planning or equivalent.

Identify new business opportunities and service existing clients.
Collaborate with back-office team for enhanced products and customer experience.

Client Acquisition

Client Relationship Management

Market Intelligence Reporting

Collaboration

Level 4 CII Regulated Diploma in Financial Planning

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 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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