Senior Financial Advisor

3 weeks ago

Milton Keynes, Milton Keynes, United Kingdom Blakemore Recruitment Full time

We are seeking a highly skilled Financial Planning Specialist to join our team at Blakemore Recruitment. As a Financial Planning Specialist, you will be responsible for providing holistic financial planning advice to private clients, ensuring a smooth delivery of an excellent client service. Your key responsibilities will include managing a portfolio of clients and their needs, generating new business opportunities, and helping potential clients make positive decisions about their financial future.

Key Responsibilities:

  • Managing a portfolio of clients and their needs
  • Providing ongoing servicing to existing clients as per service proposition, internal standards, and business processes
  • Generating new business opportunities as per the agreed business plan and targets
  • Helping potential clients make positive decisions about their financial future and to implement any recommendations
  • Managing and conducting client meetings and reviews
  • Working with the support team to produce clear, technically accurate, compliant and concise financial plans, cash flow forecasts and suitability reports as per business process and internal standards
  • Ensuring that all recommendations and reports meet legal and regulatory requirements
  • Providing all advice within a strict ethical and compliance framework, ensuring that all operations affecting the firm's clients are carried out in accordance with the regulator's requirements
  • Ensuring that all recommendations are appropriate for clients' individual needs and circumstances
  • Supporting other team members in specialist knowledge areas
  • Managing own workflow, tasks and their delivery
  • Producing meeting notes and other documentation as per business processes and within required timescales
  • Attending functions and events to build professional relationships and to promote the firm
  • Networking with professional partners and introducers to identify private clients and business opportunities
  • Providing regular activity data to the Business Manager
  • Sharing ideas and innovations which could improve business and advice processes or enhance relationships with clients and their experiences
  • Ensuring continuous development of your financial and technical expertise to meet regulatory requirements and personal goals and objectives as per your training and development plan
  • Keeping up to date with the current developments in financial services, financial markets, and economic trends

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