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Employed Financial Planner
3 months ago
Overview:
We are currently looking for an experienced and driven Financial Advisor to join our team in the United Kingdom. The ideal candidate will provide expert financial advice to clients, manage portfolios, and contribute to the success of our financial services division.
Responsibilities:
- Perform thorough financial assessments to understand client needs, goals, and risk tolerance.
- Offer personalized financial advice and suggest suitable investment strategies, products, and services.
- Build and maintain client relationships to ensure satisfaction and loyalty.
- Stay informed about financial markets, products, and trends to provide well-informed advice.
- Use a mix of warm leads, cold leads, and Self-Generated Market Fund (SMF) leads to acquire clients effectively.
- Explain complex financial concepts to clients in a clear and simple way.
- Collaborate with the team to meet business goals and foster a positive work environment.
- Stay updated on industry regulations and compliance standards.
Qualifications:
- Proven experience as a Financial Advisor in the UK financial sector.
- Relevant financial certifications (e.g., CISI, CII, or similar).
- Solid knowledge of financial products, investment strategies, and market trends.
- Strong communication and interpersonal abilities.
- Self-driven and goal-oriented.
- Existing client base or capability to develop and maintain one.
Remuneration:
- Basic salary of £50,000.
- 25% commission on warm leads.
- 35% commission on cold leads.
- 10% commission on Self-Generated Market Fund (SMF) leads.
- Bonuses for achievements of £100,000 and above.
Additional Information:
- Access to an established client base.
- Opportunities for increased commission splits on Self-Generated Market Fund (SMF) leads by bringing in own clients.
- If you are a dedicated and experienced Financial Advisor seeking a new opportunity for career growth, kindly send your application with a detailed CV and cover letter. We are excited to welcome the newest addition to our dynamic team.