Our client, a leading Independent Financial Advisory company based in Europe is looking to recruit high level Financial Advisors to bolster the UK market sector. Ideally you will be AFPC qualified, working towards to Dip PFS and be of CAS status. If you have a client base that you want to saturate and you want to join the My Client who is leading on new regulations implemented by the FSA then this could be the role for you. To work to the Professional Development scheme requirements and compliance standards as issued by the company. Undertake regular and frequent fact-finding, presentation, and servicing review meetings with line management and other company facilitators. To undertake regular and frequent meetings with your Senior Manager. To develop and action an acceptable and effective business plan with your manager. To agree at outset with all clients the level of service they should expect depending on whether they are active or transactional clients. To provide excellent client service to your active client bank and provide at least one servicing meeting per annum. To conduct all client meetings in line with company’s business standards. This is a fantastic opportunity, with an excellent package..
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