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Financial Services Professional

2 months ago

Shrewsbury, Shropshire, United Kingdom Reed Full time
Financial Advisor Role

We are seeking a skilled and experienced Financial Advisor to join our team at Reed. As a Financial Advisor, you will play a crucial role in providing independent financial advice to clients, helping them achieve their financial goals.

Key Responsibilities:
  • Provide expert financial advice to clients, ensuring alignment with our mission and values.
  • Develop and maintain strong client relationships, fostering high levels of satisfaction and trust.
  • Utilize our comprehensive systems and tools to deliver efficient and compliant advice.
  • Engage in ongoing professional development through our CPD system and technical workshops.
  • Work closely with our in-house compliance team to ensure all advice adheres to regulatory standards.
  • Participate in business planning and development activities with support from our business development director.
  • Expand your client base and enhance your professional profile using our marketing resources.
Requirements:
  • Proven experience as a Financial Advisor with a strong track record of client satisfaction.
  • Relevant financial qualifications and certifications.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and manage your own client portfolio.
  • Commitment to continuous professional development and staying updated with industry trends.
  • A transferable client bank, preferably with £20m AUM.
Benefits:
  • Competitive fee splits ranging from 65% to 85%, depending on the level of support required.
  • Access to in-house compliance support and external audits.
  • Comprehensive business support, including paraplanning and administrative assistance.
  • Personalized roadmap for the joining process and ongoing career development.
  • Opportunities for professional growth through CPD events and workshops.
  • Marketing support with access to targeted marketing collateral and campaign assistance.
  • Engaging social program including team events, sports activities, and an annual Christmas party.
  • Succession planning options for future career development.

To apply for the Financial Advisor position, please submit your CV and a cover letter outlining your experience and qualifications.