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Do you enjoy selling and working in a fast-paced environment? Are you a real business focussed salesperson who wants to earn money and progress your career within financial services? Our client is seeking an experienced Independent Financial Adviser with a strong track record of success. The ideal candidate will possess excellent communication skills and a solid understanding of the dynamic financial services sector.
Company Benefits:
- Bonus income based on production (120k)
- Workplace company pension
- Competitive holiday allowance
Key Responsibilities:
- Engage with existing clients to conduct comprehensive financial reviews, assessing their current financial situation, existing provisions and future goals using the CRM system, Finplan.
- Oversee the onboarding process for new members joining an established large SIPP.
- Analyse financial information and develop tailored plans to meet individual client needs.
- Complete risk assessments, fact-finding exercises and suitability reports.
- Support clients in making well-informed financial decisions.
- Monitor and respond to changes in clients' financial circumstances and evolving needs.
- Stay up to date with financial products, market trends and legislative changes.
- Inform clients about new financial products or regulatory updates that may impact their savings and investments.
- Ensure compliance with regulatory requirements, including disclosure obligations, service costs and recommendations.
Experience and Skills Requirements:
- Integrity and honesty
- Strong work ethic and dedication
- Client-focused approach with a commitment to achieving the best outcomes
- Exceptional telephone manner
- Professional and well-presented appearance
- Full Diploma in Financial Advice (DipFA) Level 4 required
- Demonstrated success in delivering high-quality advice and client service
If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.
