Junior Financial Planner

Descripción del puesto

The Company: An extremely ambitious, growth orientated Chartered IFA firm with multiple sites across the Yorkshire region are now looking to add a Junior Financial Planner to cover a South Yorkshire client base & patch. The need to hire is focused on the initial inheritance, and subsequent servicing of a private wealth focused client bank (circa £17m AUM) with a focus on building new business opportunities around that via establish leads and professional business connections and contacts. Locat…