Key Financial Planning Role
We are seeking a highly motivated and performance-driven individual to fill this critical financial planning position.
* Provide complex advice to customers covering all their financial needs in Protection, Investment, Savings, and Pensions.
* Support the achievement of business objectives related to Customer Financial Planning.
* Develop and manage a portfolio of affluent clients to grow/retain assets under management.
Main Responsibilities:
* Build relationships with customers and stakeholders to generate referrals and convert referrals to meetings.
* Contribute to the development of key staff in assigned locations in building skills and expertise in identifying and engaging customers with financial planning needs.
* Maintain strong partnerships with colleagues across multiple channels to ensure the Customer Financial Planning business is appropriately positioned.
Essential Qualifications:
* Fully qualified professional in finance.
* Holder of relevant designations or willingness to undertake upon appointment.
* Demonstrable experience in and knowledge of the Financial Planning Advice and Industry.
Benefits Include:
Develop your skills and become an expert in financial planning. Build lasting relationships with customers and contribute to the success of our organization.