USING THESE SKILLS, YOU’LL BE:

• A trusted adviser to our clients
• Recommend and provide solutions to meet client’s needs while also developing lasting relationships
• Undertaking a full review of the client’s financial needs and goals
• Producing a comprehensive report detailing relevant fact-finding information and recommendation based on clients’ goals
• Work alongside the sales and marketing team to deliver effective and engaging marketing activities/communications for clients
• Deliver Financial Wellness seminars to employees of our corporate partners
• Manage internal and external relationships to drive referral network

• Numerous charity fundraising challenges and events throughout the year
• Opportunities to volunteer and give back to the community
• Award-winning apprenticeship program, helping local schoolchildren take their first steps into the world of wor