This role is the perfect launching pad to build a long-term career with Futurity. We are looking for someone who understand that relationships with financial advisers and their great outcomes is the best way to build your own success.
Your days will involve:
While we’re here to support you and to help you make the most of your skill set, we’re looking for those on the front foot – with a burning desire to achieve the best outcomes for Financial Adviser and our customers. You will spend your time as follows;
• Contributing to the distribution team by providing timely and accurate sales support to maintain and build investment activity
• Assisting the Business Development Managers with required forms of business development and relationship management
• Engaging with advisers by both inbound and outbound telephone work
• Working closely with the investment, product and marketing teams, coordinating client events and functions
• Being proactive in producing support materials necessary for meetings and complete a timely follow-up process
• Providing administration support to the BDM and Investor care Teams
• Providing Support to the Investor Care call centre