Financial Planning Advisor recruitment
Role Description Deliver excellent customer service to our existing clientsConduct comprehensive reviews of the current financial provisions and future requirements of our existing clientsPlan your weekly activity to achieve a high number of client appointments balanced with an efficient management of all associated administrative and compliance paper workResearch the market to ensure that your recommendations are based on a thorough analysis of the product offerings of the various providersProduce comprehensive, professionally produced proposals, based on client needs, which constitute best Read more […]