This position engages in:




· Activities to determine a client’s investor profile, financial resources objectives, time horizon and preferences.




· Providing advice and guidance to clients on investment and related wealth management strategies.




· Recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences;




· Planning and management of resources (time, people, budget) to run a productive practice, on both a day-to-day and longer-term plan.




· Providing existing and prospective clients with information regarding a wide range of financial products and services.




· Establishing and maintaining relationship with Management team and informing management of any

circumstances that require supervisory attention/review/approval as per compliance guidelines and policies.





Experience & Qualifications

·A strong team player

·Dynamic and self motivated

·CeMAP /CEFA /FPC Qualified

SALARY:

·Basic Salary £20,000-£25,000

·Negotiable Realistic OTE up to £42,000

·Permanent Position





If you unfortunately do not hold the CeFA regulation, our Training Department can provide the necessary training,that is needed to obtain this qualification.

Contact details

• Email: Click here to reply to this ad
• Phone: Rebecca on 08454750000

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