Found Description
Job Description
Key Responsibilities
- To look after and support client need
- To execute the annual Business plan in line with agreed individual targets
- To build new client relationships and develop existing client relationships through effective. ongoing service to help minimise attrition, and to deliver new instructions and referrals as a result of satisfied clients
- Structure and lead client meetings in a professional manner, ensuring all information provided is up to date, technically accurate and meets clients’ needs
- To construct & maintain suitable portfolios in line with the clients’ requirements, circumstances, tax situation and attitude to risk
- To review portfolios regularly and make portfolio changes consulting with colleagues, where appropriate
- To place deals accurately and in a timely fashion
- To work in partnership with Financial Planning (FP)and Professional Services (PS) ...