Primary responsibilities include managing a client base, developing and maintaining existing client relationships, generating new clients, proactively representing the Financial Planning function internally and externally, and driving business growth through networking and strategic client engagement.
Required experience includes attaining Level 4 and working towards CII Level 6 Advanced Diploma, demonstrating proven experience in Financial Services, maintaining professional body requirements, and possessing strong communication skills with the ability to adapt to changing environments.
The role offers opportunities to work with industry leaders, make a significant impact, participate in a dynamic and collaborative high-performing team, benefit from supportive leadership, and enjoy flexible working arrangements with hybrid options fully supported.
