Financial Advisor

1 month ago

Brentford, United Kingdom The Coast Partnership Full time

We are currently recruiting for a very leading, well established high calibre wealth management practice who are looking for an experienced Financial Adviser to join the business.

**The Role**
- To deliver holistic financial advice, supporting our clients to achieve their financial objectives
- Developing long standing relationships with clients through regular reviews and delivering solutions to meet their change in circumstances
- Creating strategic alliances with professional connections with a view to develop new client relationships
- Driving a referable culture within the client bank to encourage referral opportunities
- Organically grow client relationships to meet ongoing business requirements
- To reach revenue target and contribute to the growth of AL through client retention and new business whilst ensuring the needs of the client are being considered and achieved
- To develop effective relationships with clients and professional connections as one of the principal sources of new clients and maximising brand awareness
- Develop a sustainable business model for the provision of advice to clients
- Develop holistic client relationships in line with our client service proposition
- Actively seek and identify new business opportunities both internally and externally to support the growth of the business
- Provide financial advice to clients on a range of whole of market financial planning solutions

**Experience and key skills**
- Financial Planning diploma qualified (ideally Chartered or working towards Chartered)
- Demonstrable financial planning experience gained with a recognised organisation
- Excellent communication skills (both written and verbal), with the ability to explain complex financial arrangements
- Demonstrable track record of delivering challenging sales targets within a regulated environment
- Knowledge of back office systems
- Keen attention to detail
- Collaborative working
- CAS status

Interviews available immediately

**Job Types**: Full-time, Permanent

**Salary**: £55,000.00-£70,000.00 per year

Schedule:

- Monday to Friday

Supplemental pay types:

- Commission pay

Ability to commute/relocate:

- Brentford: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Financial planning: 2 years (preferred)

Work Location: One location

Reference ID: JLFAS1

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