Achieve performance targets by bringing clients through the advice process.
Develop client relationships with new and existing clients.
- Establish and develop relationships with staff in supporting organisations.
- Provide professional best advice in developing clear financial plans for new and existing clients.
- Adhere to strict risk management procedures.
Identify financial requirements and develop clear financial plans for new and existing clients in relation to a range of retail products.
Ensure that the highest level of customer service is provided on a consistent.
Develop relationships with new and existing clients in line with targets.
Ensure full compliance with all relevant company policies, procedures and legal and regulatory requirements
- Solid business development element to this role - generation of new leads/client relationships is key.