- 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 explicit 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 basis
- Develop relationships with new and existing clients in line with targets and standards
- Ensure full compliance with all relevant company policies, procedures and legal and regulatory requirements
- Strong business development element to this role - generation of new leads/client relationships is key