Become part of a new team, working with an expanding and exciting brand and client support service with UK reach.

Responsibilities:

As the Truly Private Clients Relationship Manager you will be:

  • Managing and retaining relationships with our existing UK wide investment and pension clients
  • Seeking primarily to retain and build on those relationships taking over from retired Independent Financial Advisers.
  • Plan, prepare and implement strategies for success.
  • Be the first point of contact for existing clients enquiries, provide training on the best use of our investment platform, goals and values.
  • Manage new clients into regular review meetings.
  • Attend in person and virtually, UK provider events to maintain knowledge

Requirements:

The ideal candidate will have proven experience within B2C telephone and video conference sales/or relationship development opportunities.

Level 4 financial planning qualifications and ideally paraplanning experience.

Excellent verbal and written communication skills, be well organised with an ability to work in a diligent environment.

The candidate will be required to travel on occasion outside office hours and ideally have a financial industry background, paraplanning or financial advice.

What we can offer?

  • A competitive basic salary with a very attractive commission structure which is an extra £24,000 to £27,000 salary.
  • Supportive team office outside Carlisle with free parking.
  • Exciting potential for future growth and role development.
  • Typically a 35.25 hour week.
  • Pension and Life benefits.

Apply

To apply send us your CV and a covering letter with why you think you would be a good fit for this role to recruitment@trulyonline.co.uk

The content of the article featured is for your general information and use only and is not intended to address your particular requirements. Articles should not be relied upon in their entirety and shall not be deemed to be, or constitute, advice. Although endeavours have been made to provide accurate and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future. No individual or company should act upon such information without receiving appropriate professional advice after a thorough examination of the particular situation. We cannot accept responsibility for any loss as a result of acts or omissions taken in respect of any article. Thresholds, percentage rates and tax legislation may change in subsequent Finance Acts. Levels and bases of, and reliefs from, taxation are subject to change and their value depends on the individual circumstances of the investor. The value of your investments can go down as well as up and you may get back less than you invested. Past performance is not a reliable indicator of future results.