Working within holistic wealth management, our client is looking for an ambitious and confident financial services professional who can provide a top-quality level of service and technical expertise. In addition to continued business development support, the firm also have a client bank to give to the successful adviser. With limitless opportunity and uncapped earning potential available, are you ready to take the next big step in your career?
The Role
- Create a business plan with business development and work towards agreed targets and goals
- Undertake frequent client meetings with all clients
- Provide holistic financial planning to prospective and existing clients, meeting their financial goals and objectives
- Act in a compliant manner, deliver an outstanding level of customer service and ensuring you adhere to the FCA rules and regulations
- Professionally service the needs of existing clients, create new opportunities via networking and referrals and look to build a network of professional introducers
- In line with business standards, ensure all client data, business transactions and information are recorded in a timely manner.
- Develop your business and work towards creating a full financial planning practice with further employee’s.
About You
- Experience within a Face to Face or client dealing role.
- Qualified to Level 4 and above.
- Self-motivated and hungry to succeed
- Professionalism, gravitas and integrity
- Comfortable completing investment reports and using research tools
- Strong communication skills with clients, administration staff and management
- Technically sound across Pensions and Investments
- IT Literate
- Keen to pursue further industry qualifications for professional development and desire to increase technical knowledge in specialist areas.
Benefits
- Highly competitive business split
- Continued business support.
- Retirement benefits including business buyout options.
Financial Adviser, Lichfield