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Are you a financial advisor looking for a new challenge? We are looking for a financial advisor for our client, a modern, thriving financial advisory practice in Kingston-Upon-Thames.
Ideally you have minimum 5 years experience with a proven track record in managing an existing client base and establishing new client relationships.
General Duties:• Establish and build strong relationships with clients.• Understand the client’s views and objectives.• Identify any other needs the client may have i.e. legal advice.• Preparing Financial Plans and Product Recommendations to meet the client’s objectives.
Essential Skills:• To be able to strategically analyse available solutions.• Have the ability to communicate technical concepts to clients.•The ability to prepare Financial Plans and Product Recommendations.• Stay informed of the latest protection, pension & investment products.• Undertake detailed quantitative and qualitative research on products, identifying where more in-depth analysis and questioning of providers is required.• The ability to present concepts and recommendations using language which can be easily understood by clients.• Excellent interpersonal skills and the ability to interact directly with clients and other members of staff at all levels.• Excellent report writing skills with good attention to detail and accuracy.• Effective time management.
A competitive salary and benefits package is on offer. The company offers flexible/home working.
