Financial Business Associate

• Achieve performance targets by bringing clients through the advice process.

• Develop client relationships with new and existing clients.

• Establish and develop relationships with staff in supporting organisations.

• Provide professional best advice in developing clear financial plans for new and existing clients.

• Adhere to strict risk management procedures.

• Identify financial requirements and develop clear financial plans for new and existing clients in relation to a range of retail products.

• Ensure that the highest level of customer service is provided on a consistent.

• Develop relationships with new and existing clients in line with targets.

• Ensure full compliance with all relevant company policies, procedures and legal and regulatory requirements.

• Strong business development element to this role - generation of new leads/client relationships is key.