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Position: Financial Planning Advisor
Location: Oxted,Surrey
Position Type: employed
Sectors/Categories: accountancy
Salary: GBP 30000.00
Job Title Financial Planning Advisor
Salary 25000 30000 plus bonus
Location Oxted Caterham Croydon
Key skills Minimum of 2 years experience working within an IFA experience in private client financial planning Cert PFS is essential Dip PFS is desirable or QCF Level 4 qualification desirable
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The Purpose of the Role
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The main objective is to provide existing clients with financial planning advice and proactively deliver an ongoing service commitment to consistently exceed client expectations
You will be responsible for a portfolio of circa 50 clients generating 75000 in annual recurring revenue with the view to increasing this to 125000 over a 24 month period
To provide transactional financial planning advice to the clients who do not wish to receive an ongoing financial planning service
To manage a campaign to offer financial planning services to existing clients in order to develop new transactional business
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Company Name: YourRecruit (UK)
Advertised On: UJOB (Vazzee UK Limited)
Date Posted: 05 November 2011
