With a business that’s built on relationships, our client’s individual wealth management service is designed to create long term confidence, reassurance and financial security. Their holistic advice includes protection, retirement planning and investment solutions. This national financial planning firm, specialising in workplace pensions, employee benefits and wealth management for executives and private clients, they support businesses and individuals across the UK. With consultative personalised advice, this client takes the time to explore clients’ goals and aspirations and so to create a tailored financial plan
Does this describe you?
- Self-motivated, efficient, thorough and forward thinking
- Professional, proactive, and a positive attitude with an ability to multi-task
- Self-organised and able to prioritise workload to meet agreed deadlines
- Highly customer focused, with analytical thinking and highly developed interpersonal skills
- A dedication to doing the right thing for clients with a client-centric approach
- Technically competent across all areas of financial planning
- Currently providing Financial Advice to your clients and be qualified to either Diploma or Chartered level
Your role
- Providing exceptional service to existing clients, nurturing and retaining them
- To organically increase revenue to support business growth through referrals
- Pro-actively seeking and identifying new business opportunities, with a key focus on AUM growth
- Developing enduring relationships with clients through regular reviews and delivering exceptional solutions to meet their changing circumstances