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
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