Job Detail

Job Details

  • Posted on 10/8/2025
  • Job Location Newport
  • Compensation £70,000
  • Type Permanent

Financial Advisor

Job Description

This employed Financial Advisor job in Shropshire provides opportunity to takeover an established, existing client bank from a retiring Financial Advisor who has been with the business for 10 years. You will be joining a local financial planning firm.

You will be taking over circa 200 clients who are already on ongoing service agreements, with the goal of ensuring maximum retention. There is likely...