Looking for a qualified Financial Adviser who is looking for their next exciting opportunity. You would be joining a small team where you would be a key part of the business on a day to day level as well Advising a portfolio of high net worth clients. They are looking for a technically minded individuals who can guide their clients with empathy, knowledge and expertise.
Prospect / contact potential clients in accordance with the firm’s business plan.
Undertake sufficient product and market research.
Provide financial advice predominately in pensions and investments to prospective and existing clients.
Maintain all standards of performance as required by the firm.
Follow up on all enquiries in a timely manner.
Generate a business pipeline level sufficient to continue the firms growth.
Strive to recognise new business opportunities.
Attain and maintain level of competence as required by the firm.
Ensure sufficient client information obtained and analyse information gathered.
Ensure relevant CPD is maintained and recorded accurately.
Undertake fact-finding, presentations for clients.
Ensure a current, in date Statement of Professional Standing (SPS) is held at all times.
Ensure on-going continuous professional development.
Maintain and ensure client files are kept up to date.
Be responsible for £210M worth of AUM with the intention of growing.
Level 4 Diploma in Financial Planning.
Experienced in giving Financial Advice and confident in dealing with high net worth clients.
Up to date in current events to speak to clients with a level of empathy, knowledge and expertise.