- Leading specialist investment planners
- Company experiencing solid growth
- Generous remuneration package
Our client is looking to appoint an AFA in a role that has two main priorities, selling investment products to new and existing clients as well as retention of the existing client base. This will require a personalised approach where your natural people skills and your ability to provide expert advice to your clients will see you succeed and prosper.
The role:
- Working with clients to understand their financial goals and provide a plan to execute those goals
- Build strong client relationships as well as creating networks within the wider business community.
The person:
- Will be an experienced AFA who can demonstrate success in managing clients and their financial requirements
- Will have solid people skills and enjoy networking and interacting with a wide range of people
Ideally you will be able to formulate effective business development initiatives and enjoy working in a self driven and competitive environment. You will be building your own business with the support of a strong brand, technical capability and on going training in industry best practice.