Financial Advisor

3 weeks ago

Mansfield Nottinghamshire, United Kingdom Starfish People HR Full time

At Park Hall Financial Services we are committed to ensuring that all our customers receive independent, impartial advice tailored to their individual circumstances. We are searching for a qualified adviser to join our fantastic team at our offices in Nottinghamshire. If you are a highly motivated individual with excellent communication skills, then this may be the perfect opportunity for you.

The Role

To actively manage a portfolio of clients, providing excellent service and identifying further opportunities through understanding the clients needs. To proactively grow, manage and retain clients, by developing new business opportunities.

Key Responsibilities

Relationship Management

Develop and maintain strong relationships with new and existing clients.

Identify opportunities to grow revenue through up selling or cross selling to current client bank.

Actively manage all leads passed from business and professional introducers.

Revenue and Business Development

Identify and maximise new sales opportunities.

Attend relevant industry events and identify new business opportunities.

Deliver presentations to potential introducers and employees outlining our proposition and service.

Manage the annual review process ensuring compliance.

Management Information

Maintain accurate management information and data relating to client contact strategies.

Generate appropriate monthly reporting, information, and statistics.

Follow Park Hall Financial Services procedures when conducting all client related activity.

Compliance

Adhere to Park Hall Financial Services compliance standards in all processes, including Treating Customers Fairly.

Manage activities and administration, demonstrating best practise, that will meet or exceed regulatory requirements.

Skills and Qualifications

Minimum requirement: Level 4 qualification in financial advice recognised by the Financial Conduct Authority

Behavioural Competencies

Ability to plan, organise and prioritise workload effectively.

Demonstrates change management leadership skills.

Manages complex relationships.

Able to adapt communication style.

Commercially driven decision making.

Adopts a strategic view.

Permanent, Full-Time, salary £40-50k depending on experience.

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