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We are recruiting for a Chartered Financial Planning firm in Surrey who have a requirement for someone to service an existing client bank. Their typical client up to £500,000 of investable assets and you must have experience of providing pension and investments advice to high net worth clients.
- Your primary responsibilities will be to conduct financial reviews and identify suitable opportunities for new business.
- You will be expected to work in accordance of the firm and full support will be provided by the paraplanning team.
- You must have a minimum of 2 year’s experience in an advisory role.
- Technical competence in advising on pensions, investments, and insurances in the pre and post retirement stages.
- You must have the ability to show confidence, passion, build client rapport authority, personality, handle objections, and also have empathy to put clients at ease.
- Minimum Level 4 Diploma Status. Ideally well on the way to being Chartered status
- Competent Adviser Status in current role.
- Commitment to ongoing Professional Development.
- Ability to work in a fast-paced environment.
- To be a self-starter and be able to manage leads and report into the senior management
This is an excellent opportunity for someone who is passionate about offering advice but is looking for the support of a firm to provide the clients and opportunities to write business.
