The Global Partners team is a unique proposition within international financial planning. Made up of 3,500 expat clients, and growing; this is a relatively new division with a client relationship culture designed to maximise the effectiveness of ongoing advice and to fulfil new levels of expectation from internationally mobile clients. The team is made up of a Manager, Senior Advisers, Trainee Advisers, Associates and Interns. As a company we also have highly qualified investment specialists and technical specialists to support advisers and assist with in depth analysis and planning for our clients.
This role is salaried, with an uncapped commission structure and clear career path, targets, KPIs and performance monitoring. GWM will also help and financially support you with CISI/CII examinations, in order for you to be RDR qualified to Level 4 and beyond.
You will be trained extensively on how international financial planning fits into the life of an ex-pat client. You will also have access to our online training portal ‘Illuminate’ to assist in your continued professional development and acquiring industry recognised exams.
Your day to day role will involve servicing our global client bank which will include reviewing existing plans and investments, to help their clients plan for their short, medium and long-term financial goals, such as buying a home, paying for their children's education, and retirement.
You will proactively work from our CRM system to find clients that require a client care call, portfolio rebalance or review. Depending on the client category you will make an appointment for the client to be reviewed by yourself or one of the senior advisers. You will also respond to the extensive inbound client queries we receive on a daily basis. Your work will be mainly telephone based but there will be skype and face to face meetings as well.
Servicing the clients will include but not be limited to:
You will be
expected to progress and develop your business by: