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Financial Adviser Devon. £High earnings
Job Description & How to Apply Below
Great future opportunity to build your own team as you grow the business. You'll be provided with plenty of leads through the Practice offices as well as other introducers. Dealing with a wide range of clients (typically £250k AUM) and many HNW clients. You'll be provided with everything you need to be successful, including full paraplanning and administration support.
The role:
Provide independent, holistic financial advice to new and existing clients Assess client circumstances and deliver tailored strategies across pensions, investments, protection, and tax planning Develop and maintain long-term client relationships, delivering ongoing advice and reviews as a trusted Adviser Leverage introducer relationships to grow your client bank and revenue
To apply:
You must be Level 4 Diploma qualified in Financial Planning. Chartered or working towards is a distinct advantage. Have previous experience as a Financial Adviser and can demonstrate the ability to build long term client relationships. Previous experience working with an Accountancy Practice desirable. A strong communicator and able to self-manage with minimal supervision. Good knowledge of tax, protection, pension and investment planning.
For further details about this and many other great opportunities within Financial Services, please contact Andrew Stark at Synchronicity Wealth.
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