Senior Financial Planner
2 days ago
**Senior Financial Planner**
**Location: Coventry**
**Salary: £70,000 to £110,000, plus benefits and bonus**
My client has a very strong reputation in the Midlands region, providing their clients with Financial Advice. They are looking for an experienced Financial Adviser to help grow their brand and AUM in the region. You will be part of a team of Financial Advisersbut manage your own diary and daily activities to maximise growth opportunities.
You MUST have an existing book of clients which the business will help you grow through their own marketing team and referrals.
The Financial Adviser will carry out the following:
- Attend regular meetings with the technical team and colleagues.
- Expand the customer base through referrals and direct contact.
- Complete all documentation required by the business.
- Act in accordance with the FCA Code of Conduct for company representatives.
Skills and experience:
- Ability to build / maintain strong customer relationships.
- Professional approach.
- Drive and determination to succeed.
- Strong communication skills.
- Working knowledge of computer systems.
You WILL be required to hold the Level 4 qualification as a minimum in Financial, although Chartered qualified is a preference.
Please note that our client is an equal opportunities employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.
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