Robertson Sewell is currently in the process of recruiting an Independent Financial Advisor for a growing client to be based out of their Leeds office. Our Client is a truly refreshing professional services provider who have a completely different take on what sort of service should be expected within this field. In joining this company, you would be joining a growing business who are doing things differently and positively disrupting the current market.
The candidate will need to have relevant qualified experience and be able to showcase evidence of excellent customer service and client management throughout their career. We are looking for a candidate who can tailor a bespoke service to each client rather than a generic high volume approach.
Analysis and review of client financial circumstances
Completing client risk analysis
Bespoke financial planning strategies for each individual case
Producing financial reports
Research of Financial Product providers
Networking and introducing other business connections