Job Description
FORTURA FINANCIAL PARTNERS – OUR MISSION
Our purpose at Fortura Financial Partners is to ensure people are empowered to realise their aspirations – for our teams, clients, and the communities in which we work. Fortura Financial Partners is committed to operating in line with the principles of a responsible business
OVERALL JOB PURPOSE
Fortura Financial Partners is focused on delivering a robust, complaint, and client-focused advice offer to clients. The Adviser lead will oversee the client relationships, maintain oversight of the Financial Advisers – providing guidance and coaching, and work closely with the Operations management team and Risk and Compliance Lead to ensure the required operational processes are in place to deliver excellent client service.
PRINCIPAL DUTIES
Responsibilities:
The Adviser Lead responsibilities will include the below key areas. The appointed Adviser Lead will be assessed on key performance indicators in line with the responsibility areas outlined.
1) Business Targets & Client Acquisition
1. Deliver an annual business revenue target (set out by the Leadership Team)
2. Monitor progress against key business performance metrics
3. Introduce new initiatives and drive existing cross-s...