To provide a comprehensive financial planning service to clients. This will involve  looking at client's financial goals and attitudes towards investments/risk and recommending them the best solution.
To meet individual / team sales targets.
To ensure all data is accurately recorded.
To respond to all business opportunities in a timely and efficient manner.

 Candidate Specification:
Experience within financial services in a similar financial planning role.
The candidate must hold relevant industry qualifications  ie: CEFA/ IFA/ CFP, as well as be willing to take additional qualifications.
Excellent communication skills.