Client Relationship ManagerClient Relationship Manager
1 week ago
Excellent opportunity to build a career in a financial planning company.
The role is Client Relationship Manager however, hard work and study could lead you into other areas of our business in the future such as management or financial advising.
The CRMs responsibility is the generation of new business, and the key focus is sales and marketing.The successful individual will be using data provided to research the target market, decide how to reach out to them and contacting them to make appointments.
Either a recent graduate or someone who has already been working for a while and is seeking a change of direction.
Applications are also invited A level candidates with work experience.Any relevant experience in financial services or specifically financial planning would be an advantage but this is not a prerequisite.
An articulate telephone manner.Care about deadlines and be able to deliver quality work on time.
The role is office based for four days with one day per week at home.
Equity and General was established in 2008 and we are directly authorised by the Financial Conduct Authority. We are principally located in London, and we also hold an office in Glasgow. We are a financial planning business, focused on helping our clients understand and plan for their financial future.
We provide holistic financial planning advice for (individuals and trusts) on investments, savings, retirement planning, non-investment insurance (for example life assurance, private medical insurance, critical illness cover) and mortgages (including buy to let and lifetime mortgages).
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