To work with the Management Team, Financial Planners and Technical Team to ensure we deliver the best service to our client base. This role will focus on building close relationships, providing ongoing service and advice to an existing diverse client base.
The successful candidate will be responsible for:
You will be a practising Financial Planner, with a minimum qualification of the Diploma in Financial Planning, or equivalent.
You will have excellent interpersonal and technical skills and be committed to delivering first class advice and service in a strictly compliant manner to existing and new clients.
You must be able to demonstrate relevant experience in financial planning, product provision and business development.