Delivering positive and effective maintenance of existing Broker relationships to add value and achieve targets.
General
To support the development of new Broker relationships to extend the footprint of the franchise and the commercial success of the business.
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.
As a Financial Planning Support, you will support the Financial Planning Team in a leading international professional services firm in achieving objectives in winning new clients and providing an outstanding service to clients.
You will be responsible for co-ordinating all aspects of workflow from a client facing perspective, whilst assisting planners in establishing and retaining effective relationships with their clients.
An exciting opportunity has arisen for an experienced Client Support Associate/Financial planning administrator to join the Business Support Team at one of the top IFA firms in the UK in our Poole offices.