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Financial Services Professional
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About Our Company:
Our company, Independent Resourcing Consultancy Ltd, is a leading provider of financial advisory services. We are dedicated to helping our clients achieve their financial goals through our expertise and personalized approach.
Why Choose Us:
We are committed to delivering exceptional services to our clients. Our team of experienced professionals is dedicated to providing world-class financial planning and wealth management services to individuals and families worldwide.
Key Responsibilities:
Evaluate and advise on medium to longer-term financial objectives in areas such as Lump Sum Investing, Retirement Planning, Education Fee Funding, Life Insurance, and General Estate & Inheritance Tax Planning.
Work in a face-to-face capacity with clients, providing specific advice tailored to their individual needs and circumstances.
Collaborate with our marketing, coordination, and paraplanning teams to deliver exceptional client experiences.
Uphold high standards and undergo ongoing training to meet both client and company expectations.
What We Value:
A solid interest in building or advancing a career in Financial Services.
A willingness to learn, with a minimum strive for Level 4 qualification.
High-quality professional communication skills.
A success and target-driven mindset.
Positive self-motivation.
A desire to be part of a firm with a strong reputation and a growing global brand.
Fluent English proficiency, proven sales ability, and an entrepreneurial mindset.
Benefits:
A very competitive remuneration package with exceptional earnings for top performers.
