Servicing Financial Planner

Financial Planner Location: Milton Keynes Salary: £80,000 Contract: Full-time, Permanent About the Role An exciting opportunity has arisen for a qualified Financial Planner to join a growing and professional Financial Planning business. You will act as a trusted adviser to new and existing clients, providing high-quality financial advice and building strong, long-term client relationships. The role would suit an experienced Financial Planner or Financial Adviser who is passionate about client service, business development and delivering excellent financial planning outcomes. Key Responsibilities Act as a trusted adviser and primary point of contact for clients Provide high-quality, tailored financial advice Build and maintain long-term client relationships Develop professional networks and generate referral opportunities Contribute to business growth and revenue Manage a varied portfolio of client cases and meet deadlines Ensure advice and client work meet regulatory and compliance requirements Work collaboratively with colleagues to deliver excellent client outcomes Identify opportunities to improve processes and client service Support and mentor less experienced team members Share knowledge and contribute to a positive team environment Introduce clients to relevant wider financial services where appropriate Maintain the highest standards of professionalism, conduct and integrity About You The successful candidate will have previous experience as a Financial Planner or ..... full job details .....