Financial Planning and Advisory Position
6 hours ago
We are seeking a skilled financial advisor to join our team and inherit an established client base in the West Sussex area.
This role offers a dynamic work environment with flexible working arrangements, including remote work options, and provides a competitive salary with an excellent bonus scheme.
Key Responsibilities:
- BUILD STRONG RELATIONSHIPS WITH CLIENTS BY FOLLOWING A STRUCTURED ADVICE PROCESS AND DELIVERING EXCEPTIONAL OUTCOMES.
- STAY UP-TO-DATE WITH NEW FINANCIAL PRODUCTS AND LEGISLATIVE CHANGES, ENSURING CLIENTS RECEIVE TIMELY AND INFORMED GUIDANCE.
- Pursue business development opportunities through personal business planning, referrals, and lead generation initiatives.
- Leverage marketing opportunities, including social media and networking with introducers and professionals.
- Maintain strong relationships with clients and introducers through regular meetings and feedback.
- Contact clients to schedule meetings and conduct comprehensive reviews of their financial circumstances.
- Provide accurate management information as requested.
Required Skills and Qualifications:
- Diploma in Regulated Financial Planning (or FCA-approved equivalent) and CF30 status.
- Client-centric approach with excellent interpersonal skills and professionalism.
- Experience in business development and effective business planning.
Benefits:
- Ongoing support to build your client base and future value.
- In-house client journey and back-office support, including lead generation from our call centre.
- Client-centric proposition and trusted brand reputation.
- Platform to deliver efficient and cost-effective solutions.
- Established Practice Buy Out option on exit.
- Consultative marketing support.
- Full Admin Support.
- Full paraplanning and technical support.
The estimated annual salary for this position is £65,000 - £85,000.
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