Job Details  
Advertiser: Fusion Appointments Ltd

 
Job Title: Client Relationship Manager
Location:Horsham
Rate:£40K Per Year    Benefits: OTE up to 80000
Description: Client Relationship Manager - Horsham



Our client is an award winning firm of Chartered Financial Planners based in Horsham.

Proposal for the Client Relationship Manager role:



* This is an exciting opportunity for an experienced financial adviser to join an advice firm on an employed basis.
* Generally you will be expected to work from the office on most days, with the requirement from time to time to meet clients at their home / offices.
* You will be provided with clients to service and have the ability and desire to grow the client bank through networking and referrals.
* You will receive comprehensive compliance and administration support.

Requirements:

* You must be currently working as an IFA / Financial Adviser.
* This will also suit individuals currently employed as bank assurance advisers or adviser with limited access to client, but seeking higher rewards directly related to their hard work and success.
* You will be experienced in advising clients on all aspects of financial planning, including investments, pensions, mortgages and protection.
* You will already hold a full diploma qualification with at least 2 years relevant experience.

Key Skills:

* Detailed technical knowledge with which to provide a high quality financial planning service.
* Excellent knowledge of products and prioritisation of needs and best advice.
* Ability to think through the consequences of actions taken both internally and operationally.
* Demonstrate the right attitude and culture, objectives and priorities.
* Ability to demonstrate positive attitude and behaviour and a flexibility to take on feedback to develop new skills and ways of working.
* Creative thinking ability.
* Thorough understanding of the Compliance, Legal, Statutory and Regulatory aspects impacting upon this area.
* Excellent communication skills and high standards of literacy essential.


We are seeking to employ a Level 4 Diploma/Chartered qualified financial adviser to service clients based in the South East of England.



If this sounds like you, please do not hesitate to apply!
Skills Required: Independant Financial Advisor, Client Relationship Manager, Manager, Financial
Job Type: Permanent
Start Date: ASAP     Duration:
Contact: Tanya Etheridge Contact E-mail: Click
Contact Tel: 01306 745050 Contact Fax: 01306 745051
Reference: BB35468764 Added: 09-11-2017
  IMPORTANT: For jobs based in the UK it is unlawful to employ a person who does not have permission to live and work in the UK. Please ensure you have this permission before applying, unless the advert states otherwise.
 
 
 
 
 
 
 
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