Introduction

Do you feel like your career has stagnated and that you need a new challenge? It’s time to stop searching and read on, as this might be the opportunity you are looking for.

Duties & Responsibilities

Responsibilities:

1. Contacting clients and setting up meetings, either within an office environment or in clients' homes or business.
2. Conducting in-depth reviews of clients' financial circumstances, current provision, and future aims.
3. Analysing information and preparing plans best suited to individual clients' requirements.
4. Researching the marketplace and providing clients with information on new and existing products and services.
5. Assisting clients to make informed decisions.
6. Reviewing and responding to clients' changing needs and financial circumstances.
7. Promoting and selling financial products to meet given or negotiated sales targets.

Desired Experien...