International Investment Manager recruitment
About the challengeThe role will involve working in conjunction with designated introducers to provide comprehensive financial planning service to clients. Fulfilling clients’ needs from a range of Barclays approved providers by analysing their financial position, understanding their financial goals and their attitude to risk and ultimately recommending the most suitable solution to meet their needs. Additionally the role will involve working closely and building relationships with nominated introducers to provide support, guidance and coaching to achieve individual and team sales targets. Whilst Read more […]