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jobs from Brookway Associates in Belle Vue, Cheshire

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Principal Accountabilities Contribute to the Desk Based Sales Team’s sales and target expectations by achieving individual sales targets and objectives, across the agreed product range and propositions. Gain client commitment using my client’s desk based sales process, which identifies business opportunities and documents agreed actions Maintain a high degree of contact with clients via the telephone in line wit...
To support nominated Advisers and clients, ensuring that a competent service is delivered to all. Carrying out research on client’s investments. Drafting of Investment reports on behalf of, and under the direction of Advisers. Completion of advice and completion letters on behalf of Advisers. Occasional face-to-face contact with clients. Dealing with clients on behalf of Advisers and other departm...
Independent Financial Advisor - CAS Status CAS Status & Diploma Qualified Basic Salary £30-35K  + Bonus OTE £80K + Company Car or Car Allowance + Corporate Package & Benefits Our Client A Leading High Street Name are looking to recruit fully qualified Independent Financial Advisors to give whole of market advice to clients.   As an IFA y...
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