Independent Financial Advisor - Leeds, United Kingdom - Search Consultancy

Search Consultancy

Verified Company

Leeds, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Independent Financial Advisor

Leeds

Up to £100,000 plus commission, excellent benefits, paraplanning and admin support

This is an excellent opportunity to join a thriving Financial Planning organisation offering holistic, whole of the market, financial advice to private wealth and corporate clients.

There will be the opportunity to receive introduced clients from external contacts, training to develop your own professional connections and develop and retain clients.

The role is based in Leeds and will predominantly cover the Yorkshire region

Main responsibilities

To provide profitable, effective and compliant financial planning advice to legacy client bank and new clients
To identify and develop new business opportunities from existing clients, introducers and referrals and achieving agreed revenue targets
To conduct yourself in accordance with the FCA's Statement of Principles and Code of Practice for Approved Persons
To promote and provide a comprehensive and compliant service to new and existing clients
To act and deliver in accordance with the TCF principles at all times
Planning diary is imperative to balance time between meeting clients, generating income, proactive prospecting and personal development
Reporting weekly and monthly as per the requirements of your management team.

Experience

Experience in the following areas required:
Strong written and verbal communication skills.
Ability to work largely unsupervised, but to contribute and participate in team goals/objectives
Regulated sales and advice experience
Client management experience
Experienced in working with professional introducers/connections

Qualifications: