ALEX M GRANT & COMPANY Salary
CRAMOND BROOMHILL ROAD KEITH AB55 5EX
TIN: SC232204
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Earnings on positions in ALEX M GRANT & COMPANY
ALEX M GRANT & COMPANY is looking for employees for positions:
independent financial adviser
Working hours
- full-time | Permanent
Responsibility
- servicing an existing portfolio of clients through scheduled annual reviews, proactive contact & ad hoc client enquiries
- developing new business opportunities through networking & referrals
- researching financial products for clients and explaining their key features and benefits
- preparing sound financial plans to meet client needs and financial goals
- researching regulatory and financial legislative changes as well as economic trends