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An Independent Financial Adviser based in Minehead is seeking an experienced adviser with a proven track record of providing excellent advice to individuals. This is a salaried full-time position plus bonus and is based in their prestigious offices.
Duties will include:
Managing and servicing a large client bank.
Growing a portfolio of clients from leads provided.
The successful candidate will have an entrepreneurial mindset and prepared to invest in themselves, preferably Chartered or at least Level 4 qualified, with experience working in a target-driven sales environment. Also proficient in all areas of financial planning covering investments, pensions and protection planning.
