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Financial Consultant

3 months ago

Newtownards, United Kingdom Myinternalrecruiter Full time

Financial Consultant

Myinternalrecruiter

Location: Remote

Reports to: Senior Management

Myinternalrecruiter is a prominent financial advisory firm that has established a strong presence in the industry. We pride ourselves on delivering exceptional financial guidance and support to our clients.

This newly established position will serve as the primary contact for a diverse portfolio of existing clients. You will also have the opportunity to cultivate your own client base through leads generated within our network. This role offers significant potential for professional growth.

Essential Skills and Qualifications

  • Possess a diploma or Level 4 qualification, or actively pursuing one
  • Expertise in Financial Planning and Strategy
  • Comprehensive understanding of current legislative, industry, and corporate standards
  • At least one year of experience in a client-facing sales role
  • Proficient in Networking & Communication
  • Ability to engage with a diverse range of individuals
  • Capable of fostering strong relationships with colleagues and third-party service providers
  • Professional and articulate telephone communication skills
  • Skilled in conveying complex information in a clear and concise manner, both verbally and in writing

Role Overview

  • Provide continuous review and reporting services to both new and existing clients.
  • Generate new business opportunities by identifying potential clients through referrals, networking, and marketing initiatives.
  • Deliver high-quality financial planning advice tailored to the needs of current and prospective clients, thereby maximizing revenue and profit contributions.
  • Assist clients in achieving their financial goals by evaluating their financial situations, developing and presenting tailored strategies, and monitoring changes in their financial status.
  • Establish a long-term, mutually beneficial relationship between the firm and its clients.
  • Enhance the firm's reputation as the preferred financial planning service provider in the target market.

Key Responsibilities

Lead Generation

  • Develop new business through various networking strategies, including managing relationships with referral sources.
  • Identify opportunities through digital marketing channels.
  • Collaborate with other professionals, such as real estate agents and legal advisors.
  • Promote services by soliciting referrals from current clients and engaging with prospects at community events.
  • Schedule meetings with clients in various settings, including virtual consultations.

Delivering Quality Advice

  • Conduct thorough assessments of clients' financial situations, current provisions, and future objectives.
  • Evaluate clients' financial circumstances by gathering information on investments, asset allocation, savings, tax strategies, retirement planning, and estate considerations.
  • Analyze data and create customized plans that align with individual client needs.
  • Guide clients in establishing financial goals and matching them with appropriate financial strategies.
  • Provide knowledgeable advice to key client segments, including retirees and wealth accumulators.
  • Continuously monitor clients' financial situations and recommend adjustments to their plans as necessary.

Sales Performance

  • Secure clients' commitment by clearly explaining proposed financial plans and options, addressing concerns, and answering questions.
  • Meet established targets related to client acquisition and retention.

Client Relationship Management

  • Effectively manage the relationship between clients and the firm.
  • Respond to clients' evolving needs and financial circumstances.
  • Inform clients about new financial products or legislative changes that may impact their investments.

Quality Assurance

  • Participate in ongoing professional development to ensure compliance with industry standards.
  • Maintain high compliance standards that meet regulatory requirements.
  • Adhere to disclosure requirements regarding services and advised products.

Market Awareness

  • Stay informed about financial legislation and market trends.
  • Enhance job knowledge through continuous education and professional networking.

Compensation and Benefits

  • Competitive salary based on skills and experience
  • Discretionary bonus structure
  • Pension plan
  • Generous holiday allowance