Back to search
This is a rare opportunity to join on of the UK’s largest and most dynamic Wealth Management Firms as an entry-level Independent Financial Adviser, at their Nottingham offices.
In this role, you’ll have the chance to work with existing clients while also reaching out to new ones. In addition, support for future qualifications will be keenly provided to enable the successful applicant to further their knowledge and ability.
Job summary
- Provide professional advice and solutions in accordance with FCA regulations, adhering to brand standards, processes, and procedures, providing the most suitable research for all clients.
- Generate new client opportunities through a combination of self-generated introductions, professional connections and existing clients.
- Identify and provide new business opportunities across a broad range of financial planning needs, enabling clients to achieve their financial goals. Taking responsibility to maintain and expand client numbers, AUM, and revenue, through proactive and excellent service.
Responsibilities
- Gather, analyse, and document all information needed to provide financial advice in line with brand standards.
- Research and analyse all suitable solutions available to meet the client’s needs.
- Keep client records up to date to be fully aware of client’s objectives/aims to make suitable recommendations.
- Maintain a high level of regular client contact, providing advice where required and ensuring a strong client service to complement the annual review service.
- Keeping up to date with changes that impact client’s financial situations, being able to interpret and provide appropriate guidance and advice.
The ideal person
- Relevant and recent experience of working within a similar role within financial services.
- Be both servicing and growth-focused to take over clients, build upon existing strong client relationships and develop new business opportunities.
- Strong organisational and time management skills as well as a high attention to detail.
- High levels of commercial awareness.
- Ability to explain complex information simply and clearly.
- Strong knowledge of all financial planning with a specific focus on holistic financial planning.
Qualifications
- Achievement and maintenance of CAS and be a minimum of level 4 diploma qualified (desired Chartered status or working towards).
- Relevant and recent experience of working within a similar role within financial services.
Salary and Benefits
- Compensation dependent on skills and experience
- 25 days annual leave
- Auto enrolment pension
- Training and support towards industry recognised certifications
- Death in Service
- Cycle to work scheme
