Key Responsibilities

•  To look after and support client need
• To execute the annual Business plan in line with agreed individual targets
• To build new client relationships and develop existing client relationships through effective. ongoing service to help minimise attrition, and to deliver new instructions and referrals as a result of satisfied clients
• Structure and lead client meetings in a professional manner, ensuring all information provided is up to date, technically accurate and meets clients’ needs
• To construct & maintain suitable portfolios in line with the clients’ requirements, circumstances, tax situation and attitude to risk
• To review portfolios regularly and make portfolio changes consulting with colleagues, where appropriate
• To place deals accurately and in a timely fashion
• To work in partnership with Financial Planning (FP)and Professional Services (PS) ...