Financial Adviser

Are you an experienced financial Adviser?

Do you have the skills to not only nurture high-quality leads from an existing client bank but also to build your own network and client bank?

Do you dream of working for a thriving firm that values people passion and exceptional service?

Are you in the Plymouth or Exeter area?

Our client is recruiting for an experienced financial adviser to join a highly skilled and supportive team to give advice to an existing client bank as well as new incoming enquiries and working with the existing mortgage team to generate referrals. Working as part of a smaller, dynamic company without the micromanagement, you will be free to decide how and when you work.

As a financial adviser you will have autonomy to organise your diary and will be responsible for completing fact finds, doing research and giving recommendations whilst ensuring outstanding customer service throughout.

If you're ready to put clients at the heart of everything you do, we want to hear from you!

The firm have an unwavering commitment to excellence, with hundreds of 5-star reviews, they take immense pride in the quality of their work and dedicated team, and looking for a Financial Adviser who also values this.

While the firm is based in Plymouth, we are looking for an adviser in or around the Plymouth or Exeter area to service an existing client bank.

Why Join Them:

• Work within a close-knit and supportive team that values collaboration and camaraderie.
• Benefit from an existing client base.
• Enjoy the freedom to put your unique skills and ideas into practice, shaping your future.
• Become a pivotal part of a company that places clients at the heart of everything they do.
• No Micromanagement

How to Apply:

If you're ready to take the next step in your career and thrive in an environment that fosters growth, we encourage you to apply today! Your journey towards professional fulfilment starts here. Don't miss out on this exciting opportunity to make a significant impact.

Submit your CV to apply.