Financial Adviser

1 day ago

Bristol, United Kingdom Truestar Talent Ltd Full time

Financial Planner (Desk-based)

Bristol - (Homebased)

Permanent

Salary £45,000-£50,000 with 10K bonus on KPIs

My client has become a driving force within the independent financial advisory and employee benefits sector. With Financial Planners and Corporate Consultants spanning the UK, they give their clients the power to take control of their financial future bydelivering specialist advice on a local level, with the reassurance and support of a national operation.

Based in Bristol my client is actively seeking a fully qualified Financial Adviser (Homebased) to focus on New Business Development. With proactive client contacting to covert legacy clients to their ongoing service proposition.

The successful applicant for the Financial Adviser role will enjoy a great package with the

following benefits: -- Basic Salary £45,000 - £50,000 basic
- Quarterly Performance bonus
- Company Pension
- This role is home-based: - (On average you will do 2-3 meetings per week, plus prospecting and good file notes)
- Established client bank.

Responsibilities of the Financial Adviser (Homebased)
- To provide holistic financial planning solution to private client across the full suite of financial planning solutions.
- Achieving revenue/new business targets set by regional manager.
- To provide holistic financial planning solution to private client with assets in excess of £160k across the full suite of financial planning solutions.
- Maintain and nurture existing client relationships, identifying and fulfilling new advice needs where appropriate.
- Generate new client enquiries and generates advice income from these.
- Undertake sales and marketing activity in line with local/regional/ national plans.
- Maintenance of 'Fit and Proper’ status through continuous professional development, suitable development opportunities and maintenance of SPS.
- Evidence and maintain knowledge of company policies, processes and guidance.
- Ensure that client advice and reports are compliant with company processes and regulatory requirements.
- Ensure technical knowledge and general industry knowledge is always maintained.
- Delivery of a positive client service experience to ensure appropriate client outcomes, client journey and client communication
- Ensure reading and product knowledge is always up to date to maintain and develop quality of reports and research.
- Ideally holds Competent Adviser Status (CAS), or has recently held
- Ideally hold or recently held Statement of Professional Standing (SPS)
- Experience as a Financial Planner dealing with High-Net-Worth Clients
- Experience using Microsoft Word and Excel and Databases.
- Cash Flow Modelling (preferable but not essential).

If you would like to find out more about this exciting opportunity. Please forward an up-to-date copy of your CV. I will follow this up with a conversation to find out about you in-depth to ensure we match you to the right opportunity.

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