Financial Advisor

2 months ago

St Albans, United Kingdom Independent Resourcing Consultancy Full time

**Financial Advisor**:

- Job Reference: 1137
- Date Posted: 19 March 2024
- Recruiter: Independent Resourcing Consultancy
- Location: Saint Albans, Hertfordshire
- Salary: £50,000
- Bonus/Benefits: + Commission
- Sector: Financial Advisers
- Job Type: Permanent
- Contact: Maria Inglis

**Responsibilities**:

- Conduct comprehensive financial assessments for clients to understand their needs, goals, and risk tolerance.
- Provide tailored financial advice and recommend suitable investment strategies, products, and services.
- Manage and nurture client relationships to ensure satisfaction and retention.
- Develop a deep understanding of financial markets, products, and industry trends to stay informed and offer informed advice.
- Utilize a combination of warm leads, cold leads, and Self-Generated Market Fund (SMF) leads to maximize client acquisition.
- Effectively communicate complex financial concepts to clients in a clear and understandable manner.
- Collaborate with the team to achieve overall business objectives and contribute to a positive working environment.
- Keep abreast of industry regulations and compliance standards.

**Qualifications**:

- Proven experience as a Financial Advisor in the UK financial market.
- Relevant financial qualifications (e.g., CISI, CII, or equivalent).
- Strong understanding of financial products, investment strategies, and market trends.
- Excellent interpersonal and communication skills.
- Self-motivated and target-driven.
- Existing client portfolio or ability to build and maintain one.

**Remuneration**:

- £50,000 basic salary.
- 25% fee split on warm leads.
- 35% fee split on cold leads.
- 10% fee split on Self-Generated Market Fund (SMF) leads.
- OTE of £100,000 and above.

**Additional Information**:

- Bank of clients will be provided.
- Opportunities for enhanced commission splits on Self-Generated Market Fund (SMF) leads when bringing in own clients.

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