Financial Advisor Opportunity Now Available in

3 weeks ago


Harrogate, United Kingdom MVP Recruitment Limited Full time

MVP Recruitment is an established recruitment firm working with many of the top financial firms in the industry nationwide.

Our client is a well-established and profitable Financial Advice firm based in Harrogate and has been operating for over 15 years now. They have a strong emphasis and developing and maintaining long-lasting and strong client relationships and being adaptableto their client’s needs.

They are actively seeking an experienced Financial Advisor to join the team as they are experiencing a great period of growth. The ideal advisor would have come from a strong financial background, and be well versed in delivering holistic financial advice,with an emphasis on Investment and Pensions. There will be a significant client bank supplied, and there is a strong lead generation system present at the firm so there will always be opportunities for new business development.

The client is offering a competitive bonus structure, flexible working, and are willing to pay up to £80,000/Annum for the right individual.

**Responsibilities/Duties**
- Respond to prospective client enquiries about Financial Planning products, including Investment, Pensions, IHT & protection products.
- Build relationships with existing clients and develop a portfolio of new clients.
- Completion of a comprehensive Fact Find.
- Advising clients on the investment process and managing expectations.
- Explaining the different types of investments and pensions and providing suitable, tailored advice to clients.
- Liaising with Operations team to ensure information is accurate and up to date prior to client meetings.
- Liaising with Paraplanners for checking of Suitability Reports.
- Working closely with Account Managers to ensure smooth processing of business.
- Carry out Annual Review meetings for clients who have engaged with the Private Client Service.
- Prepare Annual Reports for clients who have opted for the Client Service level of servicing.
- Assist in the development and ongoing training of Trainee Advisors.
- Keeping clients informed with regular case updates.
- Keeping up to date with new products.
- Providing support to the Practice Principal.
- Contribute to the development of the business.
- Maintain awareness of the latest regulatory changes
- Upholding the professional reputation of the business at all times.

**Requirements**:

- Must be fully qualified to deliver Investment and Pensions advice and have at least 5 years’ experience in a similar role.
- Well organised and IT literate.
- Excellent communication skills, both verbal and written, and ability to communicate with colleagues and clients at all levels.
- Self-motivated, with an ability to work and think under own initiative.

This is a fantastic opportunity to work with a well-established and profitable Financial Advice practice that is working with a large demographic of affluent HNW/UHNW clients and bringing in the best financial services professionals


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