You are responsible for both new and existing clients.
You will ensure our existing clients continue to get expert advice and you will meet with a steady flow of new clients coming onboard as they start their journey with our client.
Key Responsibilities: Managing the client journey for both new and existing clients Ability to assess and analyse clients financial circumstances to determine their requirements Make recommendations, share expert advice and provide solutions to client Serving our existing clients through annual reviews and ongoing communications Collate all client information into relevant files while maintaining a high level of compliance Skills And Experience: QFA designation is essential Expert knowledge of investments, pensions, protection and savings products Confident interacting with clients in a professional manner Results-driven & objective focused Ability to work as part of a team and cross functionally Knowledge of Online Application and Voyant would be a significant advantage Working towards becoming a CFP would be an advantage Skills: Financial Planning Sales Benefits: Pension Flexible/ Hybrid working