Financial Advisor
1 week ago
**Overview**:
**Responsibilities**:
- Building lasting relationships with new and existing clients
- Conducting client meetings to identify financial requirements
- Liaising with clients regularly over the phone and face to face, including high net worth clients
- current financial plans with clients and making suitable recommendations
- Creating financial plans to support each client’s financial requirements, including criteria to address shortfall analysis, wealth management and contingency planning
- Generating new business and client relationships
- Updating CRM systems and company platforms adhering to FCA guidelines, current legislation and regulations
**Requirements**:
- Strong Financial Advisory experience
- DipFA qualified
- Excellent relationship builder and client management skills
- Proven track record of converting leads into new business
- Must have own transport
**Recruitment Note**:
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