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Meeting with existing and new clients via teams/face to face and going through the financial planning process Identify needs and opportunities for new business through the implementation phase Annual client reviews Getting the referrals from clients by doing great work for them Responding to client communications in a timely manner Min. QFA qualified. 2-3 year’s experience in a similar role. Strong sales experience Excellent writing and communication abilities and be a strong team ...
About the Role
My client, a well-established Financial Services Broker based in the city centre are now looking to add a Financial Advisor to the team. The successful candidate will be ambitious and self-motivated and hold previous experience in a similar position. This person will be keen for career growth and be looking for a company that can provide a long-term career path.
Your Responsibilities:
Your Experience & Skills:
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