Associate Financial Adviser, Aylesbury (TB-1773)

Role: Associate Financial Adviser

Location: Aylesbury

Package: Up to £35,000 Basic Salary + Bonus + Benefits + Clients Provided

Our client, a forward-thinking and customer-centred advisory firm, are looking for a charismatic and driven financial adviser to join the team. Due to their strong focus on developing and maintaining long-term trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic. As a result of their strong focus on client relationships, the business is able to provide the successful individual with an active client book as-well as on-going lead support; Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible. In addition, the firm will also provide direct back-office support as-well as continued professional development assistance and guidance.

Key Responsibilities

• You will meet with prospective clients on a regular basis and provide them with a high level of service while conducting meetings in line with company expectations.
• You must outline with your clients the type of on-going service that they wish to receive.
• You will plan, work towards, and generate a pipeline that sufficiently meets your pre-agreed business targets.
• It is crucial that you contact all leads supplied within an agreed timescale and then update the business with progress as appropriate.
• You must utilise the research panel when selecting the tailored advice for your clients.
• You will ensure that all client files are kept up to date and well maintained.
• You must construct investment reports in line with company standards.
• You will communicate effectively with the administration team and other resources.
• It is important that you provide clear and accountable management information.
• You will have the desire to continue your professional development, whilst also increasing your technical knowledge in specialist areas.
• You will liaise with all internal departments including management and the back-office team.

 About You

• You will hold the Level 4 Diploma in Financial Planning (or equivalent). Working towards Level 6 / Chartered Status is desired but not essential.
• You will be a confident and charismatic individual with excellent sales and presentation skills.
• You must have exceptional interpersonal and organisational skills.
• You will be driven and highly motivated to achieve and exceed business targets.
• You will be eager to develop your career and will therefore possess a strong understanding of how you would like to achieve this.
• You will have the ability to work individually as well as part of a team.
• You will be IT literate.