The RoleSupport Senior Financial Advisers in the provision of advice and ongoing service to new and existing clients.
To ensure the professional and courteous delivery of service to the clients and increase productivity for the Adviser.Duties and ResponsibilitiesBuild strong client relationships toanticipate future client needs.Manage client service andadministrative functions.Onboard current clients and assist with any ongoing management.Completing all implementation - processing and follow up ofapplications.Review and assist in improving processes.Contribute ideas/suggestions during team meetings and one-on-one with the management teamAssist in month reporting and any ongoing compliance requirements.Skills & ExperienceMinimum 3 years' related experienceExcellent communication skills and eye for detailBackground in building relationship with clientsBe careful - Don't provide your bank or credit card details when applying for jobs.
Don't transfer any money or complete suspicious online surveys.
If you see something suspicious, report this job ad .
#J-*****-Ljbffr