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Financial Adviser, Preston (JR-618)

£35000 - £ inc car allowance plus bonuses and benefits

Financial Adviser required in Preston! Clients provided and back office support 

This opportunity will suit a dynamic prfoessional Adviser looking for a employed role with clients supplied.
Working with an affiliate partner of the business, you will provide financial advice to a large and extensive membership base. This role provides an excellent opportunity to grow and build a client bank with a basic salary and excellent earnings potential.
Key Responsibilities:
  • Meet with prospective clients on a regular basis to provide a high level of service, conducting meetings in line with company expectations
  • Outline with your clients the type of on-going service they wish to receive
  • To plan, work towards and generate a pipeline sufficient to meet your pre-agreed business targets
  • Contact all leads supplied within an agreed timescale, and updating the business with progress as appropriate
  • Utilise the research panel when selecting the advice for your clients
  • Ensure client files are kept up to date and well maintained
  • Construct Investment Reports in line with company standards
  • Communicate effectively with the administration team and other resources
  • Provide clear and accountable Management Information
  • Desire to continue your professional development, whilst increasing your technical knowledge in specialist areas
  • Liaise with internal departments including Management, Marketing and Legal as well as external professional introducers and product providers 
Your Knowledge, Skills and Experience:
  • Hold the Diploma in Financial Planning 
  • 2-3 years’ experience in a client facing advisory role
  • A confident and charismatic individual with excellent sales and presentational skills
  • Exceptional interpersonal skills and telephone manner
  • High quality of personal organisational skills 
  • Driven and motivated to deliver business targets
  • Ability to work individually as well as part of a team
  • IT literate
Employment type: 
Employed (Full Time)
Financial Planning
Reference Number: