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Financial Adviser Essex

Job Specification

Financial Services


Financial Adviser

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.

Key Responsibilities.

  • 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.

Key Skills.

  • 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.
Speak to one of our consultants 0203 764 2350

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