About this opportunity
This role offers a chance to work with top-performing teams in a sustainable and rewarding environment that strives to make a positive impact on clients' financial well-being.
Key Responsibilities
* Broaden and develop a portfolio of high-net-worth clients (B2C only)
* Manage and support a diverse client base, building strong relationships
* Expand asset under management by identifying current personal financial needs and providing tailored advice
* Deliver solutions-based results through effective communication
* Stay informed and comply with relevant legislative requirements
Required Skills and Qualifications
* Graduate Diploma or Degree equivalent in Financial Planning
* Strong sales acumen and experience working with clients face-to-face
* Service-focused with strong numerical and analytical skills
* Prior experience managing high-net-worth clients is desirable but not essential
Multitude of career progression opportunities. Competitive commission bonus structure. Individual and team training for continuous development.