Address
Form of workWhat you'll do:
- Build and nurture strong relationships with financial advisor networks and paraplanning firms, expanding our reach and driving business growth.
- Monitor platform operations, proactively identifying and developing new partnership opportunities.
- Provide swift and professional responses to inquiries and meeting requests, fostering trust and building rapport.
- Leverage your CRM expertise to track relationship progress and ensure accurate data management.
- In-depth knowledge of the IFA market and advisor firm operations.
- Solid understanding of financial advisor networks and their dynamics. ?
- Proven experience in advisor sales, servicing, and relationship management.
- Familiarity with discretionary investment management and model portfolio services.
- Grasp of portfolio management strategies (active, passive, ESG) and their strengths/weaknesses.
- Confidence in working remotely/hybridly with a goal-oriented mindset.
- A hybrid working model, offering flexibility to work from anywhere in the UK
- A basic salary of up to £100k (DOE) plus an excellent benefits package
- An opportunity to be a key player in shaping the future of an MPS proposition.
- A supportive and dynamic work environment where your contributions are valued.
It is ESSENTIAL you hold relevant qualifications and experience for providing client-dealing services to independent financial advisers, and hold a valid certificate issued by the Compliance Officer granting FCA certification status to perform the FCA certification client-dealing function on behalf of the Firm
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