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Job Location | Edinburgh |
Education | Not Mentioned |
Salary | 40,000 - 50,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
A national IFA business is looking for Advisers for their telephone team in Edinburgh. If you are full diploma and looking for a trainee IFA opportunity you will definitely be considered.You will provide professional, effective, efficient and compliant telephone based service to clients.Deliver ongoing services within the Telephone Advice Team, building and developing strong relationships with clients.Ultimately leading to strong client retention and identification of new advice opportunities i.e. assets under management and fees.To identify broader financial planning needs of the clients, and facilitate introduction to financial planning team where appropriate to work as part of the broader financial planning team, building relationships internally to ensure seamless delivery of clientexperience.Key Responsibilities
Keyskills :
ifafinancial advisorfinancial adviser