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The company maintains a healthy database of verified prospects and the candidate will be given leads, prospects and orphans to work with initially. The candidate is expected to self-source new business as well as field leads generated by website, email and traditional advertising and sponsorship campaigns. It is the role of the candidate to have in depth knowledge of financial planning products, be proactive and energetic with the ability to create new opportunities using the tools provided for them.
The company prefers a fully FPC qualified individual although full training will be offered regardless. The candidate must be articulate and be able to portray our professional image face to face . The candidate must be competent, compliant and confident with an in depth understanding of all financial planning products.
Responsibilities
Position : Wealth manager
Job role: To provide financial advice from medium to long term investments, financial planning, pensions and educational planning.
GLOBALEYE
The company maintains a healthy database of verified prospects and the candidate will be given leads, prospects and orphans to work with initially. The candidate is expected to self-source new business as well as field leads generated by website, email and traditional advertising and sponsorship campaigns. It is the role of the candidate to have in depth knowledge of financial planning products, be proactive and energetic with the ability to create new opportunities using the tools provided for them.
The company prefers a fully FPC qualified individual although full training will be offered regardless. The candidate must be articulate and be able to portray our professional image face to face . The candidate must be competent, compliant and confident with an in depth understanding of all financial planning products.
Responsibilities
Position : Wealth manager
Job role: To provide financial advice from medium to long term investments, financial planning, pensions and educational planning.
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