The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements
Job Summary
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements.
Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set.
We pride ourselves in helping our financial advisors to realise their worth.
Matching Summary
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements.