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Our progressive and professional financial planning and consultancy business is offering a fantastic opportunity for a high calibre senior adviser with the potential to grow the business, to join an established talented team. You will provide a comprehensive consultancy service to an existing broad portfolio of high value personal and corporate clients, backed by full administration support.
Our progressive and professional financial planning and consultancy business is offering a fantastic opportunity for a high calibre senior adviser with the potential to grow the business, to join an established talented team. You will provide a comprehensive consultancy service to an existing broad portfolio of high value personal and corporate clients, backed by full administration support.
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Our progressive and professional financial planning and consultancy business is offering a fantastic opportunity for a high calibre senior adviser with the potential to grow the business, to join an established talented team.
Our progressive and professional financial planning and consultancy business is offering a fantastic opportunity for a high calibre senior adviser with the potential to grow the business, to join an established talented team.
Our progressive and professional financial planning and consultancy business is offering a fantastic opportunity for a high calibre senior adviser with the potential to grow the business, to join an established talented team.
You will be expected to manage client relationships proactively from initial set up meetings to ongoing service issues; building trust and responding quickly to client needs. You should be committed to providing quality advice and solutions through knowledge of UK financial products and services, so clients can manage their affairs in the most effective way.
What will you make of this year? For most the answer is obscured by uncertainty, but to us it’s clear. In 2012 we’ll continue restoring the great tradition of Prudential financial advice.
You will work closely with the Branch Manager and other team members to generate and increase new business revenues whilst simultaneously achieving successful client outcomes and providing ongoing high levels.
You will work closely with the Branch Manager and other team members to generate and increase new business revenues whilst simultaneously achieving successful client outcomes and providing ongoing high levels.
Involvement in the full system lifecycle, including participating in system design, hands-on development, testing and production support. Building customised applications and workflow solutions to internal data analysts in order to automate the acquisition and entry of financial data.
You will be responsible for producing new business as well as maintaining and developing business with existing clients. You will use your knowledge of financial products to advise and form a strategy for each individual client and also monitor your portfolio in order to establish and highlight where switches can be made to client's agreed model in order to benefit them.
Are you an experienced Financial Adviser? Our client a successful accountancy practice is looking for a diploma qualified Financial adviser, to handle their new clients/referals As an experienced Financial Adviser.
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