We are delighted to be working alongside one of the UK’s biggest firms. Working in the main within Wealth Management, the firm have bases all over the country and are looking to bring in quality and ambitious financial services professionals; Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find individuals who possess honesty, loyalty, integrity, and an excellent work ethic.
To be successful, it is imperative that you will be a professional and ambitious individual who can build strong rapport with their clients; It will also be crucial that you can regularly develop and maintain successful and long-lasting client relationships. If you have experience within a face to face or client dealing role and are either level 4 qualified (in financial services) or are working towards your level 4 diploma, then the firm are eager to speak with you.
Duties and Responsibilities
You will provide financial advice to prospective and existing clients, meeting their financial goals and objectives; You must undertake frequent client meetings with existing and prospective clients while always providing a consistent service to all levels of client regardless of their business requirement.
You will professionally service the needs of existing clients while creating new opportunities via networking and referrals.
You will create a business plan with management and work towards agreed targets and goals; You will subsequently work hard to achieve business quality standards that comply with the firm’s procedures as set out in the agreed original (and future) business plans.
You must act in a compliant manner and deliver an outstanding level of customer service while ensuring that you adhere to the FCA rules and regulations; To ensure maintenance of competence, you will regularly review your training needs and, in conjunction with your supervisor, you will address those needs in an appropriate and timely manner.
You will undertake regular professional development to ensure that each client receives up-to-date and appropriate advice; Going forward, you will be fully supported in successfully completing regulatory training.
In line with business standards, you will ensure that all client data, business transactions and information are recorded in a timely manner.
About You
You must have achieved or be working towards the Level 4 Diploma in Financial Advice (CII, CISI or LIBF). Also, CAS/CF30 status currently or previously held is desired but not essential.
You must have a keen interest in financial advice/wealth management and be motivated to develop your knowledge on all associated advice areas (including investments, pensions, protection, retirement options, and tax planning).
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 be prepared to undergo further study/training where appropriate.
You must be hard-working, enthusiastic, confident, and articulate with a strong commitment to delivering an excellent client experience/service; You will have a strong ability to build long-term relationships with clients.
You will be a confident and charismatic individual with excellent sales and presentation skills; You will be driven and highly motivated to achieve and exceed business targets.
You must have exceptional interpersonal and organisational skills; You will have the ability to work individually as well as part of a team.
You will be IT literate.
Options
As an Employed Adviser, you will have the opportunity to manage your clients with solid back office support and on-going personal development guidance. The package on offer can be tailored to suit your requirements to ensure that you have a solid base to be an effective, efficient, and successful adviser.
As a Self-Employed Adviser, you will have all of the same support as the business’s employed advisers but with an attractive commission split that has convinced a large percentage of advisers to adopt the Self-Employed route. The firm can also provide financial assistance to aid you with your transition into a new role.
Benefits
In addition to your salary, discretionary cash bonus scheme and 25 days' holiday, you will also be entitled to the following benefits: Retirement Benefits, Salary and Bonus Sacrifice Arrangements, Life Assurance Cover, Sick Pay Arrangements, Permanent Health Insurance, Private Medical Insurance, Employee Assistance Programme, Health Screening, Eyesight Testing, Critical Illness Cover, Car Parking (dependent on office), Season Ticket Loans, Childcare Vouchers, Staff Sales, Maternity and Paternity Benefits, Local Discounts, Sharesave Option Scheme & Share Incentive Plan, Company Car Scheme (subject to grade).
Trainee Financial Adviser (TB-659)
Role: Trainee Financial Adviser
Package: Open to Negotiation + Bonus + Benefits
We are delighted to be working alongside one of the UK’s biggest firms. Working in the main within Wealth Management, the firm have bases all over the country and are looking to bring in quality and ambitious financial services professionals; Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find individuals who possess honesty, loyalty, integrity, and an excellent work ethic.
To be successful, it is imperative that you will be a professional and ambitious individual who can build strong rapport with their clients; It will also be crucial that you can regularly develop and maintain successful and long-lasting client relationships. If you have experience within a face to face or client dealing role and are either level 4 qualified (in financial services) or are working towards your level 4 diploma, then the firm are eager to speak with you.
Duties and Responsibilities
About You
Options
Benefits
In addition to your salary, discretionary cash bonus scheme and 25 days' holiday, you will also be entitled to the following benefits: Retirement Benefits, Salary and Bonus Sacrifice Arrangements, Life Assurance Cover, Sick Pay Arrangements, Permanent Health Insurance, Private Medical Insurance, Employee Assistance Programme, Health Screening, Eyesight Testing, Critical Illness Cover, Car Parking (dependent on office), Season Ticket Loans, Childcare Vouchers, Staff Sales, Maternity and Paternity Benefits, Local Discounts, Sharesave Option Scheme & Share Incentive Plan, Company Car Scheme (subject to grade).
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