Financial Advisor - Basingstoke, United Kingdom - Reed Insurance

Reed Insurance
Reed Insurance
Verified Company
Basingstoke, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

I am recruiting on behalf of a National, highly successful IFA Practice who are looking to recruit a skilled Financial Advisor or Paraplanner looking to step into advising, to support the Medical NHS Teams.

This is an amazing opportunity for someone whois Diploma Qualified and an advisor with the ability to carry out presentations and reports on behalf of the NHS Teams.


  • You will provide holistic Independent Financial Advice to prospective and existing British Medical Association (BMA) members based on their financial requirements.
  • You will be responsible for generating business by networking and also responding to incoming enquiries. This will involve meeting clients, delivering seminars and presentations to medical professionals, conducting comprehensive fact finds and presentingthe most appropriate financial advice for your clients.
  • This role specialises within our specialist Medical division working closely with BMA members at all levels across the NHS. Your clients will be medical professionals who are looking to plan in order to secure their financial futures and who will benefitfrom your expert advice

Expectations and ability:

  • A company that wants you to be a success and will do everythingto make it happen
  • A company that will invest heavily in your professional development and keep you at the leading edge of technology
  • A company that will give you the time to focus on advice and service, not get bogged down by administration
  • A company that will give you the freedom to do what's best for your client

RESPONSIBILITIES:

  • Provide holistic financial planning to prospective and existing clients
  • Hold seminars and present to BMA members at all levels across the NHS
  • Compile accurate planning reports that reflect client requirements and meet our internal quality standards
  • Undertake regular factfinding, presentations and service review meetings with clients
  • Maintain and ensure client information is kept uptodate
  • Strive to recognise new business opportunities
  • Follow up on all enquiries in a timely manner
  • Ensure ongoing continuous professional development
  • Always put your clients first
EXPERIENCE & SKILLS

  • Diploma Level 4 qualified
  • Qualified paraplanner looking to step into advising
  • Proven track record of working as a Financial Adviser
  • Be motivated and driven to exceed business targets
This is an amazing opportunity for a driven Advisor or Paraplanner - salary a base of 35k plus great potential
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