The Firm
Our client is a financial planning and asset management house that is dedicated to providing a high-quality service for private clients, trusts, and smaller institutions. Their mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and, at the same time, to prevent it being a source of anxiety. They want everyone who works there to be proud, and to derive fulfilment and meaning from their work.
Opportunity Overview
There’s an opportunity for the right person to work in a growing and dynamic business that uses the best the technology can offer in giving talented people a head start when dealing with clients that require comprehensive financial planning.
You will be given a number of clients, and client leads however it is very important that you are self-motivated and can self-generate opportunities for yourself
Key Responsibilities:
1. Providing high quality advice to clients, including goal based planning, retirement and legacy planning, protection and proactively provide an ongoing service to clients
2. Cultivating and nurturing relationships with individuals, their families, business owners and trusts
3. Developing and maintaining a client bank emphasising a client centric approach to financial planning
4. Developing and maintaining an ongoing rapport and service to clients and professional connec...