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Financial Adviser, Southport

£40000 - £100000 OTE
 
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.
Location: 
Southport
Employment type: 
Self Employed
Sector: 
Adviser
Reference Number: 
TB-1361