Financial Adviser
5 days ago
**Job Title**:Financial Adviser
**Location**:Portsmouth
**Salary**:Competitive
I am currently representing a client at an IFA that has a highly established accountant and solicitor network generating constant leads and are seeking an adviser to join the business to cultivate these leads and grow an existing client bank using them.
**Responsibilities**:
- Book of business to manage
- Full market independent financial advice
- Clients reside in Sussex and Surrey
- Clients are mainly at retirement age or approaching retirement
- Full administration and paraplanning support is offered
- Your goal will be to ensure clients make wise and profitable decisions to meet their financial Goals
- Prepare sound financial plans to ensure clients meet their targets
- Advise clients on current financial issues and make recommendations
- Generate new business and build introducer relationships
- Customise financial plans according to clients' changing needs
- Build strong relationships to retain existing clients
- Maintain and update knowledge of regulations, practices, and financial products
**Requirements**:
- Experience in the financial services
- Sales Experience
- Ideally level 4 qualified
- Strong Numerical Skills
Get in touch at for more information or a confidential chat
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