Broker Services Executive recruitment
The main purpose of this role is to work as part of the sales team, providing a proactive sales support to IFAs.
The prime focus is the development of relationships with the 3rd party market to promote the business, increase sales and maximise client retention.
The role is principally office based but will involve accompanying the regional sales executives to presentations, seminars and other client presentations and meetings as appropriate.
It would be an advantage if you have experience or knowledge of the industry CRM system. You will also be able to demonstrate the following:
Highly organised, reliable, confident, tactful and pleasant, with good interpersonal skills, including:
- Excellent organisational and time management skills
- Good telephone manner essential
- Good attention to detail and accuracy
- Good customer care skills
- Calm under pressure, unflappable individual
- Outgoing and confident
- Working to timescales and the production of work to a high standard is essential
- Must enjoy working as part of a small team
- A flexible approach is required and there will be the need to work late from time to time.
January 17, 2012
• Tags: Broker Services Executive recruitment, Private Banking, Wealth Management careers in the UK • Posted in: Financial