- Meet potential new clients to ascertain their current and future financial planning needs
- Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures
- Introduce clients to the wider support team of the business
- Maintain the existing HNW client book and retaining excising clients
- Building and maintaining a strong network of professional connections
- Identify and make suggestions to the Investment propositions and make recommendations
- Identifying new business opportuinioties and following up leads
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Employed Financial Adviser - Harrogate, United Kingdom - Lime People Search & Select Ltd
Description
Employed Financial AdviserMy client is an expert Financial Planning firm, specialising in Pensions, Investments, Mortgages, Life, Health and Critical Illness Insurances, dealing with both Individuals and Busineses throughout the UK.
Due to company acquisition and expansion we are seeking a number of additional experienced Financial Advisers to assist the firm in generating profitable business from existing HNW client banks.
The role could be based in the Harrogate offices, or elsewhere. You will be responsible for managing a HNW book of clients and responsible for developing new business.Specific duties will include:
The successful candidate will either be a qualified Financial Adviser with demonstrable experience of maintaining and developing solid client relationships & professional networks within the Financial Advice space, either way you'll have a minimum of 3-4+ years working within the arena.
You will ideally have a client base, which you'll be able to bring across to the firm (discusions can be had with regrds to your current client bank).
You will have a Diploma in Regulated Financial Planning at the minimum, a desire to become Chartered would be an advantage.
You will be educated to at least A level standard, with good grades.A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications.
The role would suit an Adviser whom is seeking to transition across from self-employed to an employed position
