Job DescriptionOur client is a well respected firm of Chartered Financial Planners in Merseyside, Due to the continued growth of the business they are looking to recruit an experienced Financial Planner
The role of the Financial Planner is to develop new and maintain existing business streams, and to inform Clients of financial strategies and plans appropriate to their needs and objectives. The Financial Planner will also be involved in making investment management decisions.
Key Contributions and Outputs
- Developing and maintaining Client relationships to help maintain business flow and meet ag...