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Chartered Financial Adviser
3 months ago
Are you a Chartered Financial Advisor skilled in generating new business through converting leads and networking?
In this position, you will be provided with high quality leads from their successful marketing campaign. Their target audience are individuals in accumulation phase with average holdings of 500,000+.
You will be provided with the pre-qualified leads for you to build rapport, understand their current and future needs and present your appropriate recommendations. You will then continue to undertake their ongoing servicing as part of their long term financial solutions.
In addition, the business will provide you with some existing clients and/or acquired clients.
Alongside the opportunities provided by the business, you should be proactive in generating new business through networking. This includes building professional introducer relationships and identifying potential new clients directly.
Furthermore, the business has interest in building their media presence, therefore there is opportunity for you to be involved in media opportunities such as videos, blogs, podcasts etc.
You will receive full administrative and paraplanning support enabling you to focus on building strong relationships with your clients and provide excellent service to gain referrals.
Chartered Financial Advisor Requirements
- You should be a Chartered Financial Advisor with strong financial planning experience
- You should have experience dealing with HNW and UHNW clients with generational wealth
- You should be confident at building rapport and gravitas with clients
The Company
Our client has been established for over 40 years, providing Wealth Management, Financial Planning and DFM services to c600 clients. They have 400m FuM and have plans to continue growing.
Chartered Financial Advisor Benefits
- Salary of up to 100,000 subject to experience and qualifications plus bonus
- Plus 4x DIS, Long term sickness cover, 5% matched pension contribution and Bupa private Healthcare.
- Hybrid based role with travel to meet the needs of your clients and business, plus visits to their office in London to meet with the other London based Advisers / Support Staff
Locations
London
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