Salary: Open to Negotiation + Bonus and Benefits + Clients Provided
Are you a driven and dynamic adviser looking to make the next step in your career? If so, we have an excellent opportunity for you to work with a successful and growing financial planning firm within the South East. Working with affiliate partners, you will be required to provide a top level of holistic independent financial advice to a large, extensive client base. The 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 that sufficiently meets 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 and marketing.
Required Knowledge, Skills and Experience
Hold the Diploma in Financial Planning. Chartered or working towards would be preferred but not essential.
2-3 years’ experience in a client facing advisory role.
A confident and charismatic individual with excellent sales and presentation skills.
Exceptional interpersonal skills and telephone manner.
High quality of personal organisational skills.
Driven and highly motivated to deliver business targets.
Eager to develop your professional development with a strong understanding of how you would like to progress your career.
Ability to work individually as well as part of a team.
Financial Adviser (TB-1234)
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