About this role
Role Overview
- Deliver financial advice to clients in a compliant manner
- Manage client relationships and generate revenue through new client acquisition
- Articulate clearly the cost of advice and ensure outstanding client experience
- Maintain client files to compliance standards
Requirements
- Significant experience in developing private client relationships
- Effective conversion of new leads into clients
- Minimum Fit & Proper and TCF requirements
- Participation in training and development initiatives
Benefits
- Open, mutually supportive, knowledge-sharing culture