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Financial Advisor
2 months ago
The ideal candidate will:
Hold CAS - or be working towardsLevel 4 diploma qualifiedExperience using Microsoft Word and Excel and databasesDesire to be a successful Financial Planner
Your role will include but will not be limited to:
Look after a good client base that will be given to youGenerate new client enquiries and generate advice income from theseConvert the client leadsUndertake sales and marketing activity in line with local/regional/national plansWork to achieve or exceed annual new business revenue targetProvide expert independent advice to designated clientsMaintenance of 'fit and proper’ status through continuous professional development, suitable development opportunities and maintenance of SPSEvidence and maintain knowledge of company policies, processes and guidanceEnsure that client advice and reports are compliant with company processes and regulatory requirementsUse standard template documentation approved by the companyEnsure technical knowledge and general industry knowledge is always maintainedDelivery of a positive client service experience to ensure appropriate client outcomes, client journey and client communicationSpeed of response/turnaround time in accordance with service standards set out in procedures and clients kept appropriately appraisedDevelop and maintain good working relationships with external professional connections (ensuring appropriate agreements in place) to develop additional business opportunitiesUse objectives to focus on key business areasHighlight personal training needs to ensure a consistent level of service is offered to the business
This role would suit someone who has some paraplanning experience as there will be an expectation of templated reports to be completed.
For further information on this Financial Adviser opportunity Please click apply.
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