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Are you an experienced Holistic Financial Advisor keen to join a thriving business who can provide you with a flow of leads and referral opportunities?
If you are a talented and passionate adviser who puts the client’s needs at the heart of everything you do and are passionate about exceeding expectations and delivering great customer outcomes, then this may be the role you have been looking for!
This is a rare and exciting opportunity to join an established Financial Planning firm, in a role that offers career development and could possibly evolve to become the role of a Practice Principal in the future. Either way, you will be able to really grow your career and reach your full potential.
This opportunity will suit a pro-active adviser who is able to build lasting relationships based on trust. You must be self-motivated and confident to work independently but will be part of a strong team, with dedicated support provided by an award-winning network.
As a Financial Advisor your Roles & Responsibilities include:
- Managing client enquiries and the advice process end-to-end, including booking appointments, fact finding, research and recommendation and building outstanding client rapport to generate future business, both for mortgages and financial planning needs.
- Building and developing relationships with clients who really value quality service.
- Preparing sound financial plans to ensure clients meet their financial goals and conducting ongoing reviews.
- Generating new business by developing relationships and referral opportunities.
Required Skills & Qualifications as a Financial Advisor:
- Level 4 DipFA or CII Diploma and CeMAP qualified or Equivalent
- Exceptional ability to communicate clearly and build rapport with clients.
- Experience providing advice on Investment, Pensions and Mortgages.
- Based around either the Cardiff or Bristol area.
Benefits as a Financial Advisor:
- Self-employed contract with OTE of £55,000 to £100,000.
- Flexible hybrid working with a minimum of 1 day per week in the office.
- Set own hours of work to suit you.
- Steady flow of leads provided from existing business streams, organic referrals, and will also be provided with the support to undertake pro-active business development and advertising to generate your own leads from an existing client bank.
- Market leading proposition.
- No Micromanagement.
- Admin support to allow you to focus fully on the advice process and customer experience.
- Ongoing training and development.
- Career Progression.
If you are a qualified Financial Advisor, with recent and demonstrable experience advising on both mortgages and investments and solid experience in the industry and you are interested in this role, please get in touch to discuss further, we would love to hear from you.
Synonyms: Financial Adviser, Holistic Financial Planner, Mortgage Adviser, Investment Advice, Financial Planner, Wealth Adviser, Financial Planning, Wealth Planning, Pension Planning .
