ENG4GE BUSINESS CONSULTANCY

Responsibility

• following up actions from client meetings and responding to client telephone, email, and post queries, as delegated to you by Partner/team leader
• any other duties as may reasonably be required for both the business, consistent with the vacancy

Requirements

• adviser
• client Meetings
• financial Planning
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• technical Skills
• skills and Experience
• possess outstanding client services skills, ensuring the very best outcomes for clients at all times, putting the clients’ interests first
• the willingness to undertake personal development, including studying for Professional
• qualifications, as well as maintaining internal qualification requirements & compliance standards
• experience of working within an IFA, Bank or Wealth Management environment and have attained the Level 4 Dip PFS qualification, Chartered is preferable
• ability to build rapport and manage client relationships, and have excellent attention to detail, plus the ability to self-manage and be superb at time management

Earnings for position planner