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Financial Adviser Essex

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    Financial Services
    Essex

    Overview

    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.
    Salary Competitive
    Speak to one of our consultants 0203 764 2350



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