Financial Advisor – Okehampton (South West)
- Okehampton, Devon
- Permanent
- Full-time
Maybe through one of the big “Academies”, passed your qualifications, and graduated? 👩🎓
Are you now finding “running your own show” tougher than you thought? 📉Do you want to benefit from great support, an employed package, and access to a warm loyal client bank to grow?
If this is you (and I know there are quite a few of you out there!) then I want to speak to you.You will be responsible for providing ongoing service to a loyal client bank of a retiring adviser who will work with you over an agreed period, to ensure a smooth hand over for all parties. In addition you would be expected to grow the business through spotting future opportunities and referrals to new clients (including the next generation of current client families).