Financial Advisor - Milton Keynes, United Kingdom - Reed Insurance

Reed Insurance

Verified Company

Milton Keynes, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Role & Responsibilities

Comply with the Training and Competence Scheme of the Company Requirement
Management of a portfolio of existing clients, ensuring that planning opportunities are identified and, where appropriate, pursued
Provide appropriate financial planning advice to referred clients.
Be responsible for the delivery of your part in the growth plans for the specific office.
Continuous development of relationships with other areas of the Company Business staff and partners
Increase the level of clients
Maintain an up to date technical knowledge of personal tax and financial planning and related matters
Deal with ad hoc client advisory and planning issues as they arise on the client portfolio
Involvement in business development of the company both on the Financial Accountancy side and the IFA Client side
Increasing the profile of Private Clients offering to the wider business and professional community.
Other day-to-day responsibilities where outlined by the senior managers

Skills, Knowledge and Experience

Diploma qualified as a minimum, ideally Certified Financial Planner and Chartered Financial Planner
Holds substantial financial planning experience
Team player with excellent communication skills both oral and written
Adaptable, organised with a commercial approach
Ability to exercise judgement and work without close supervision
Ability to proactively manage existing client relationships and to develop new relationships
Ability to generate creative solutions to problems
Ability to act as a positive role model for The IFA Practice
Ability to demonstrate an understanding of risk management issues
Ability to contribute to business proposals and to bring business opportunities to the attention of the appropriate member of the Company team.
Drive/commitment as would be expected of a senior member of an expanding professional practice