| Status : | Archived |
| Sector : | Executive |
| Location : | Bristol |
| Salary : | £35,000 -£40,000 |
| Age : | 9 months |
| myJobs : | Login | Register |
| More : | Executive jobs |
To provide high quality investment and pensions advisory services to individuals and corporations in accordance with agreed income targets, timescales and standards.
To produce high quality investment and pensions advice to new clients in support of new business activity.
To work closely with the central private clients’ division to ensure that the services provided are in accordance with the strategy and resourcing.
To exchange and liase with other divisions to ensure that sales policy is consistent.
Overall, to manage a portfolio of clients which entails maintaining good relationships, being aware of possible challenges and new business opportunities and, most specifically, ensuring that accurate and well prepared bills are produced on time.
Technical expertise on all aspects of financial planning and investment advice as well as the operation of U.K. occupational and personal pension schemes and associated employee benefit insurances.
Experience Required
Ability to communicate effectively and concisely in writing, in person and over the telephone.
Good organisational abilities in relation to establishing own priorities and working to the target.
Good interpersonal skills and the building of good relationships with colleagues, clients and staff of associated companies.
Previous experience of providing independent financial advice to corporate clients and high net worth individuals.
IT skills, work, Excel, First and Powerpoint.
Ability to prepare reports.
Making group presentations and carrying out 1-2-1 meetings for new/existing GPPP clients.
A - Level Required
Advanced FPC
G60 Minimum