As a “Fee Earner” you will be responsible for the continuing production of new business and new clients for Partnership Services You will work under the supervision of the Wealth Team Leader.

KEY ACCOUNTABILITIES:

Acquisition:
Generate new business and new clients in accordance with agreed target markets through various marketing activities including managing relationships between firms, acquired businesses, and referral sources. To generate new business according to set targets.

• providing professional regulated financial planning advice to new and existing clients in accordance with strategy’s proposition and processes.
• providing ongoing service to practice clients by conducting servicing and review events
• acquiring and advising new clients from your own sources and developing new business by identifying potential clients through referral, networking, and marketing channels.#