£40000 - £100000 + Client Book + Extra Client Leads
Role: Financial Adviser
Location: Birmingham
Package: Self-Employed + Client Book + Extra Client Leads
Our client is a national and award-winning firm that provides financial advice to private and corporate clients across the UK; Specifically, the firm have extensive experience in advising medical professionals, teachers, and other public-sector personnel. Currently, the firm have an opportunity for a self-employed adviser to service an existing client bank as-well as to manage further leads that are provided through referrals and business development. It is estimated that the existing client bank will offer approximately £40,000 in ongoing income which will provide the successful candidate with a genuine opportunity to earn circa £100,000.
Duties and Responsibilities
Create a business plan with management and work towards agreed targets and goals.
Achieve business quality standards that comply with the firm’s procedures as set out in the agreed original (and future) business plans.
Undertake frequent client meetings with existing and prospective clients while always providing a consistent service to all levels of client no matter their business requirement.
Provide holistic financial planning to prospective and existing clients, meeting their financial goals and objectives.
Act in a compliant manner and deliver an outstanding level of customer service while ensuring you adhere to the FCA rules and regulations.
To ensure maintenance of competence by constantly reviewing own training needs and, in conjunction with your senior manager, addressing those needs in an appropriate and timely manner.
Professionally service the needs of existing clients, create new opportunities via networking and referrals.
In line with business standards, ensure all client data, business transactions and information are recorded in a timely manner.
Knowledge, Skills and Experience Required
Minimum of level 4 financial planning qualification + CAS (either current or held within the last 12 months).
Minimum of 2 years client facing experience.
Professional, self-motivated and customer focussed.
Financial Adviser, Birmingham (TB-1560)
Role: Financial Adviser
Location: Birmingham
Package: Self-Employed + Client Book + Extra Client Leads
Our client is a national and award-winning firm that provides financial advice to private and corporate clients across the UK; Specifically, the firm have extensive experience in advising medical professionals, teachers, and other public-sector personnel. Currently, the firm have an opportunity for a self-employed adviser to service an existing client bank as-well as to manage further leads that are provided through referrals and business development. It is estimated that the existing client bank will offer approximately £40,000 in ongoing income which will provide the successful candidate with a genuine opportunity to earn circa £100,000.
Duties and Responsibilities
Knowledge, Skills and Experience Required
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