Financial Adviser
3 weeks ago
Mploy Staffing Solutions Ltd is seeking a highly skilled and experienced Financial Adviser to join a long-established and highly supportive directly authorised/whole of market firm in Dorchester, Dorset.
About the RoleWe are looking for a talented and motivated individual to work with a valued client, providing expert financial advice and guidance to clients with assets under management of up to £100,000,000.
Key Responsibilities- Provide high-quality financial advice and guidance to clients, including investment and pension planning, estate planning, and financial planning.
- Manage a portfolio of clients, including existing and new business, and develop strong relationships with clients to ensure their financial needs are met.
- Work collaboratively with internal stakeholders, including in-house paraplanners, to provide a comprehensive and supportive service to clients.
- Stay up-to-date with new financial products, industry trends, and fund research to provide the best possible advice to clients.
- Meet or exceed sales targets and business growth objectives, while maintaining a high level of customer satisfaction.
- Relevant qualifications, such as DipPFS (CII) or DipFA (LIBF), and a Statement of Professional Standing (SPS) and listing on The Financial Services Register.
- Proven experience as a financial adviser, with a strong track record of sales/business success and a network of new clients.
- Excellent communication and presentation skills, with the ability to negotiate and problem-solve effectively.
- Strong analytical and IT skills, with the ability to use software such as intelliflo, dynamic planner, and selectapension.
- A strong work ethic and ability to work collaboratively as part of a team.
- A competitive salary, with the potential for a self-employed route with 50%/50% splits on existing clients and 60%/40% splits on new business.
- A comprehensive benefits package, including 29 days of holiday per year, including Bank Holidays and your Birthday off, rising to 33 days (long service).
- Free onsite parking and stunning offices in a highly commutable location.
- Paid mileage (employed) at 25p per mile.
- A highly supportive culture with in-house/salaried Paraplanners to support.
- A relaxed company culture with an office dog.
If you are a motivated and experienced Financial Adviser looking for a new challenge, please apply with your CV and a covering letter outlining your experience and qualifications.
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