This rapidly growing Financial Planning firm provide high-quality, comprehensive advice to individuals, families and businesses across the UK and are looking for an experienced Advisor to join their Putney office on an employed basis to service an existing client bank.
This is a great opportunity for a recently qualified or junior advisor to inherit a client bank and gain experience within a reputable company.
Role and Responsibilities:
1. Build sustainable relationships with clients
2. Complete annual reviews within required timescales
3. Identify and assess clients needs
4. Write new business from carrying out annual reviews with existing clients Obtain and record the required meet regulatory KYC and suitability requirements.
5. Handle client complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution
6. Keep records of customer interactions, process client accounts and file documents
7. This role is desk-b...