Delivering positive and effective maintenance of existing Broker relationships to add value and achieve targets.
General
The purpose of the role is to establish effective relationships and business plans with Brokers to develop sufficient business to meet individual and franchise objectives.
To support the development of new Broker relationships to extend the footprint of the franchise and the commercial success of the business.
Basic Up to £65k Package Paraplanning Full client portfolio with £150k on-going advice fees
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
Thrive Group are delighted to be working with our company based in Trowbridge, who a looking to recruit a Service Advisor join the team on a permanent basis.
Greet customers bringing in their vehicle and find out if they any issues.
What you will be doing
Working within a fast-paced friendly team and can be sure of receiving the best quality training and development from our manufacturers and Group staff.
Salary is negotiable depending on qualifications and experience.
Please submit your CV to Tanya Browns Recruitment Group as directed.
We are currently recruiting for an experienced fee earner to cover a full caseload of probate, will drafting, tax planning, Court of Protection and Power of Attorney work.