💼 About This Role

You'll maintain and grow client portfolios for a fast-growing wealth management business. Your core impact is developing strong client relationships and achieving business targets. This role is fully remote.

🎯 What You'll Do

• Maintain and grow client portfolio
• Present to employers and employees
• Develop business relationships remotely
• Coordinate campaigns with wider team

📋 Requirements

• Minimum of IF7 and GR1 certification
• Good standard of education with Maths and English GCSE grade 5 or above
• Presentation skills and numerical ability
• Ability to plan own workload and manage deadlines

✨ Nice to Have

• Cert CII preferred
• Experience with Titan Risk and Reward products

🎁 Benefits & Perks

• 🏠 Remote work flexibility
• 📈 Career growth opportunities
• 🏖️ Generous holiday allowance

🚩 Heads Up

• Vague requirements list with many soft skills
• Ad hoc tasks and undefined projects