Key Responsibilities
Build and maintain relationships with new and existing clients
Understand clients’ financial goals and provide suitable solutions
Conduct financial and portfolio reviews
Keep up to date with financial products and market developments
Follow up with clients and provide ongoing support
What we provide:
Remuneration: depending on package (base + comms
OR
100% comms)
Structured training & mentorship
Career progression and a clear pathway to grow into leadership roles
Flexible environment
with autonomy over how you manage your clients and working schedule
Collaborative team culture with mentorship and support to help you grow and achieve your career goals
Industry exposure & networking opportunities through client events, workshops, and professional development programmes
At AA consultancy, we strive to provide businesses the best solutions tailored to their needs. We aim to be your trusted partner in business growth. We specialize in providing training courses and employee benefit seminars, helping businesses navigate the complexities of financial planning, corporate loans, and government grants.