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Associate Financial Consultant

Graduate at Randstad

Associate Financial Consultant

Graduate at Randstad

  • LocationLondon, UK
  • Position levelGraduate
  • Job period iconFull-time employment
  • Application deadline iconApply by 12 Dec, 2018
  • Start date iconStart date:
  • Visa iconVisa Sponsor
  • CompetitiveCompetitive

Our Client, a well established Brokerage Firm in the City of London, has an exciting new opportunity in their sales team. The Associate Financial Consultant (AFC) position is part of the Branch Network and which is primarily responsible for providing service, advice and counsel to individuals and families to help meet their financial needs. This includes retirement planning, education planning, investment management, managed solutions, and banking/lending needs.
The AFC is responsible for supporting branch business development and client loyalty goals by providing an exceptional client experience for non- practice clients and prospects below a certain asset level.

Responsibilities of the role will include:
* Utilize a relationship based approach to effectively assess client needs, recommend appropriate solutions for clients with less than $250k in assets and, where applicable, position the FC for more complex or comprehensive conversations and/or solutions.
* Generate client activity through proactive outbound calls, appointments, walk-ins, workshops and client events, with a goal of deepening existing core client relationships and engaging in developing new ones.
* Work closely with FC partners to ensure that practice eligible clients are promptly, seamlessly and appropriately referred to an FC.
* P

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