Our client is a successful National IFA and they are looking to expand their team of Employee Benefits Consultants
They are currently in need of an experienced EBC for their Glasgow Office
The role holder will provide holistic financial planning to prospective and existing Corporate clients, providing professional financial advice to meet customer’s needs and objectives using defined business standards. The role holder will have an understanding of the Corporate Business Strategy, always act in a compliant manner, provide excellent customer service and adhere to the Financial Conduct Authority principles of "Treating Customers Fairly".
The role holder will plan and work towards achieving and exceeding individual business targets as agreed with their Senior Manager. This will be achieved via the professional servicing of existing clients as well as identifying and capitalising on opportunities to expand business through, for example, the generation of referrals, workplace advice and executive planning.
Muyst be an experienced EBC with Level 4 Diploma
Base circa £40000 plus bonus package
For more details please contact Jason Webber
- Employee Benefits
- Financial Services