Client Solutions Expert
Há 3 dias
This is a highly rewarding role for an experienced and passionate Financial Advisor or Paraplanner to join our team. As a Client Portfolio Manager, you will play a key part in delivering advisory support to clients, sourced through our Financial Advisory team, as well as those from our legacy client book.
Key aspects of the job include:
- Helping clients plan for their financial future by providing guidance on pensions, protection, and investment products.
- Building trusted relationships with clients to deliver strategic, client-centered solutions.
- Collaborating across teams to deliver joined-up advice that supports long-term financial wellbeing.
- Contributing to key projects that shape the way we serve our clients and grow our offering.
- Partnering with internal Retirement teams to deliver meaningful guidance to members approaching retirement.
To be successful in this role, you will need:
- Proven experience as a paraplanner or financial advisor.
- Must be QFA (Qualified Financial Advisor) & RPA (Retirement Planning Advisor) certified.
- Strong organisational skills and the ability to follow a defined process meticulously.
- Excellent teamwork capabilities and experience working in a collaborative environment.
- Proficiency in Microsoft Office products.
We offer a range of benefits including:
- A competitive salary and bonus structure.
- Ongoing training and development opportunities.
- A supportive and inclusive work environment.
- The opportunity to make a real impact in the lives of our clients.
If you are a motivated and experienced Financial Advisor or Paraplanner looking for a new challenge, please apply today We look forward to hearing from you.
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