Financial Coordinators

About the role

Synergi Investment are searching for experienced Financial coordinator professionals within the expanding financial services business. Synergi Europe are looking for an experienced sales coordinator to work from home, part time or full time. Hours and remuneration are negotiable and be based on experience and a proven track record.

Responsibilities

• Produce qualified appointments/leads for an offshore IFA in targeted non-UK countries incl Cyprus
• Source and supply relevant data to call/contact (network) high net worth individuals in medium to large companies who are potential investors and who may have with relevant holdings in existing investment plans or have deferred UK pension plans
• Build client base of new clients who would benefit from 'consolidation' of existing and future investments in 'one' cost effective and easy to access portfolio and also provision of ongoing investment advice
• For offshore the provision of or acquiring of data is essential

Requirements

• Highly experienced
• Well motivated
• Success-orientated
• Experience of acquiring new clients

Benefits

• Starter packages are provided for successful candidates which would include a basic salary-plus commission

Locations: Any European country, including Moscow

Please contact louisegates@synergi-investment.com for more information.