Financial Advisor

At Park Hall Financial Services we are committed to ensuring that all our customers receive independent, impartial advice tailored to their individual circumstances. We are searching for a qualified adviser to join our fantastic team at our offices in Nottinghamshire. If you are a highly motivated individual with excellent communication skills, then this may be the perfect opportunity for you.
The Role
To actively manage a portfolio of clients, providing excellent service and identifying further opportunities through understanding the clients needs. To proactively grow, manage and retain clients, by developing new business opportunities.
Key Responsibilities
Relationship Management
Develop and maintain strong relationships with new and existing clients.
Identify opportunities to grow revenue through up selling or cross selling to current client bank.
Actively manage all leads passed from business and professional introducers.
Revenue and Business Development
Iden...