The posting
Key Responsibilities
- Build and maintain relationships with new and existing clients
- Understand clients’ financial goals and provide suitable solutions
- Conduct financial and portfolio reviews
- Keep up to date with financial products and market developments
- Follow up with clients and provide ongoing support
What we provide:
- Remuneration: depending on package (base + comms OR 100% comms)
- Structured training & mentorship
- Career progression and a clear pathway to grow into leadership roles
- Flexible environment with autonomy over how you manage your clients and working schedule
- Collaborative team culture with mentorship and support to help you grow and achieve your career goals
- Industry exposure & networking opportunities through client events, workshops, and professional development programmes



