Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven trainee financial planner to join their team; Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support and continued professional development opportunities; Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible.
Recommending suitable product ranges to the client as per their specification (dimensions; budget);.
Personally, greeting the clients upon entry to the showroom;.
Job Outline
Working as part of the Cambridge showroom team, you will be responsible for actively approaching clients and assist them, identify requirements and suggesting appropriate solutions from our products range to meet their requirements and aspirations.