We are currently looking for high calibre sales agents for financial advisory roles as attached.
Key Responsibilities
- Sourcing for high end clients for investment
- Preparation of weekly and monthly targets, reviews, activities, etc.
- Contacting clients and setting up meetings,
- Conducting in-depth reviews of clients’ financial circumstances, current provision and future aims;
- Analysing information and preparing plans best suited to individual clients’ requirements;
- Researching the marketplace and providing clients with information on new and existing products and services;
- Designing financial strategies;
- Assisting clients to make informed decisions;
- Researching information from various sources, including providers of financial products;
- Promoting and selling financial products to meet given or negotiated sales targets;
- Negotiating with clients for the best possible rates;
- Liaising with other professionals, market research and intelligence
- Contacting clients with news of new products or changes to legislation that may affect their savings and investments;
- Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.
An attractive retainer will be offered to high performing agents.
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