£35000 - £55000 Per year Negotiable Salary
Financial Adviser
Permanent,Full-time
Job Description
- 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 internal departments including management and marketing.
Required Knowledge, Skills, and Abilities
- You will hold the Level 4 Diploma in Financial Planning (Or Equivalent). 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.
Reference no: 93665