Financial Advisor
6 days ago
We are seeking an experienced Financial Advisor to join our team at In-pact accountancy Ltd in Surrey. As a Financial Advisor, you will play a pivotal role in expanding our client base by leveraging the existing databases of an accountancy firm based in Surrey.
Key Responsibilities:- Utilize accountancy partnership's databases to identify potential clients who could benefit from financial services products.
- Engage with prospects in order to understand their financial needs, goals, and aspirations.
- Review and update the client list, ensuring accurate and relevant information.
- Reach out to potential clients via phone, email, or in-person meetings addressing their financial concerns, aspirations, and life circumstances.
- Conduct thorough financial assessments for clients, considering factors such as income, expenses, investments, and risk tolerance.
- Collaborate with other professionals (tax advisors, estate planners, etc.) within the accountancy partnership to provide holistic advice.
- Create personalized financial plans based on clients' goals, risk tolerance, and time horizon.
- Recommend suitable investment strategies, insurance products, and retirement planning solutions.
- Educate clients on financial literacy and empower them to make informed decisions.
- Regularly review clients' portfolios and adjust strategies as needed.
- Proactively address any concerns or changes in clients' circumstances.
- Provide exceptional service to foster long-term relationships.
- Attend events, workshops, and seminars.
- Collaborate with accountants and other professionals to cross-refer clients.
- Leverage your network to expand our reach.
- Maintain accurate records and documentation.
- Bachelor's degree in Finance, Economics, or related field.
- Relevant certifications (e.g., DipPFS).
- Experience in a financial advisory role.
- Excellent communication skills and ability to build trust.
- Strong analytical and problem-solving abilities.
- Competitive compensation package.
- Considerable opportunities for professional growth and development.
- Collaborative and supportive work environment.
- 6.3 weeks holiday including bank holidays and Christmas closure.
- Group personal pension.
- Employee's Assistance Programme.
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West Byfleet, Surrey, United Kingdom In-pact accountancy Ltd Full timeFinancial Advisor OpportunityWe are seeking an experienced Financial Advisor to join our team at In-pact Accountancy Ltd. As a Financial Advisor, you will play a pivotal role in expanding our client base by leveraging the existing databases of an accountancy firm based in Surrey.Key Responsibilities:Utilize accountancy partnership's databases to identify...
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West Byfleet, Surrey, United Kingdom In-pact accountancy Ltd Full timeFinancial Advisor OpportunityWe are seeking an experienced Financial Advisor to join our team at In-pact Accountancy Ltd. As a Financial Advisor, you will play a pivotal role in expanding our client base by leveraging the existing databases of an accountancy firm based in Surrey.Key Responsibilities:Utilize accountancy partnership's databases to identify...
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