Experience Level: Intermediate
I am a one man band Independent Financial Adviser and I have a large client base. I send out promotional newsletters and follow up with a call to the client to enquire if they need any financial help as well as ensuring my details for them are up to date and accurate. I need assistance in the calls as I can only call so many as well as meeting those clients face to face. someone on an onging basis clalling and servcing these clienst ensuring that the client is aware id what we do as wellla s spotting the opportunity of a face to face meeting with me is also important. based in the north east of Scotland with a very light approach to the client ie no sales push necessary. Discretion and sensitivity is a must
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