Client Advisor recruitment
Hanover Search are working with a leading UK Private Bank with an award-winning proposition to find a Client Advisor to join their very successful business.Our client has a multi-billion pound proposition and provides Discretionary Investment Management services to IFAs and their clients as well as Private Banking services.The Client Advisor role has two parts:1: Developing and managing relationships with IFAs to raise assets into our client’s discretionary proposition2: Developing and managing relationships directly with HNW individuals referred from these IFAsOur client is looking for someone Read more […]
Paraplanner/Client Advisor recruitment
Successful recognisable Accountancy GroupSalary $65,000 package + discretionary bonus6-12 month’s paraplanning experience requiredMy client is an established brand name in Accounting and Advisory services in Australasia, and are part of an ASX listed International Group consisting over over 150 independent firms. They currently have an opening in their Wealth Management/Financial Services team due to an internal promotion. The role has a dual function across paraplanning and client advising. The key duties of the role include: – Supporting Senior Financial Planners in maintaining a high level Read more […]
Client Advisor recruitment
They know how to deliver the value proposition within the principles of the business model and actively implement it. They apply the 4-step-advisory-process (FSAE) for their clients. The Role-Holder follows processes, guidelines and best practices according to legal + compliance requirements and sales efficiency standards.Building client relationship is what this role is about. * The role-holders need to proactively identify prospects and or work on given prospect lists within the defined market segments and uses in-depth market knowledge and networking skills to systematically acquire new clients.* Read more […]