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Financial Adviser (TB-1234)

£35000 - £55000 + Bonus and Benefits
Role: Financial Adviser
Location: South East England 
Salary: Open to Negotiation + Bonus and Benefits + Clients Provided
Are you a driven and dynamic adviser looking to make the next step in your career? If so, we have an excellent opportunity for you to work with a successful and growing financial planning firm within the South East. Working with affiliate partners, you will be required to provide a top level of holistic independent financial advice to a large, extensive client base. The role provides an excellent opportunity to grow and build a client bank with a basic salary and excellent earnings potential. 
Key Responsibilities
  • Meet with prospective clients on a regular basis to provide a high level of service, conducting meetings in line with company expectations. 
  • Outline with your clients the type of on-going service they wish to receive. 
  • To plan, work towards and generate a pipeline that sufficiently meets your pre-agreed business targets.
  • Contact all leads supplied within an agreed timescale and updating the business with progress as appropriate.
  • Utilise the research panel when selecting the advice for your clients.
  • Ensure client files are kept up to date and well maintained.
  • Construct Investment Reports in line with company standards.
  • Communicate effectively with the administration team and other resources.
  • Provide clear and accountable management information.
  • Desire to continue your professional development, whilst increasing your technical knowledge in specialist areas.
  • Liaise with internal departments including management and marketing. 
Required Knowledge, Skills and Experience
  • Hold the Diploma in Financial Planning. Chartered or working towards would be preferred but not essential. 
  • 2-3 years’ experience in a client facing advisory role.
  • A confident and charismatic individual with excellent sales and presentation skills.
  • Exceptional interpersonal skills and telephone manner.
  • High quality of personal organisational skills.
  • Driven and highly motivated to deliver business targets.
  • Eager to develop your professional development with a strong understanding of how you would like to progress your career. 
  • Ability to work individually as well as part of a team.
  • IT literate.
South East England
Employment type: 
Employed (Full Time)
Financial Planning
Reference Number: