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Financial Planning Expert
2 months ago
Company Overview
Lime Search & Select Ltd is a leading expert in Financial Planning, specializing in Pensions, Investments, Mortgages, Life, Health, and Critical Illness Insurances. We serve both Individuals and Businesses throughout the UK.
Job Summary
We are seeking an experienced Financial Adviser to join our team and assist in generating profitable business from existing High Net Worth (HNW) client banks. As a Financial Planning Expert, you will be responsible for managing a HNW book of clients and developing new business opportunities.
Key Responsibilities
- Client Acquisition
Meet potential new clients to understand their current and future financial planning needs.
Investment AdviceProvide high-quality investment advice in accordance with current regulations and within the firm's standards and procedures.
Client RetentionMaintain the existing HNW client book and retain existing clients through exceptional service and relationship-building.
Professional NetworkBuild and maintain a strong network of professional connections within the Financial Advice space.
Product DevelopmentIdentify and suggest new investment propositions and make recommendations to enhance our product offerings.
Requirements
The successful candidate will be a qualified Financial Adviser with demonstrable experience in maintaining and developing solid client relationships and professional networks within the Financial Advice space. Ideally, you will have a client base that you can bring across to the firm.
Qualifications
A minimum Diploma in Regulated Financial Planning is required. A great salary package and bonus scheme will be offered, depending on your skills, previous experience, and current qualifications.
Company Culture
Lime Search & Select Ltd values a collaborative and supportive work environment. As a Financial Planning Expert, you will have the opportunity to work with a talented team and contribute to the growth and success of our company.
