Financial Advisor - Brentford, United Kingdom - The Coast Partnership

The Coast Partnership
The Coast Partnership
Verified Company
Brentford, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

We are currently recruiting for a very leading, well established high calibre wealth management practice who are looking for an experienced Financial Adviser to join the business.


The Role

  • To deliver holistic financial advice, supporting our clients to achieve their financial objectives
  • Developing long standing relationships with clients through regular reviews and delivering solutions to meet their change in circumstances
  • Creating strategic alliances with professional connections with a view to develop new client relationships
  • Driving a referable culture within the client bank to encourage referral opportunities
  • Organically grow client relationships to meet ongoing business requirements
  • To reach revenue target and contribute to the growth of AL through client retention and new business whilst ensuring the needs of the client are being considered and achieved
  • To develop effective relationships with clients and professional connections as one of the principal sources of new clients and maximising brand awareness
  • Develop a sustainable business model for the provision of advice to clients
  • Develop holistic client relationships in line with our client service proposition
  • Actively seek and identify new business opportunities both internally and externally to support the growth of the business
  • Provide financial advice to clients on a range of whole of market financial planning solutions

Experience and key skills

  • Financial Planning diploma qualified (ideally Chartered or working towards Chartered)
  • Demonstrable financial planning experience gained with a recognised organisation
  • Excellent communication skills (both written and verbal), with the ability to explain complex financial arrangements
  • Demonstrable track record of delivering challenging sales targets within a regulated environment
  • Knowledge of back office systems
  • Keen attention to detail
  • Collaborative working
  • CAS status
Interviews available immediately


Job Types:
Full-time, Permanent


Salary:
£55,000.00-£70,000.00 per year


Schedule:

  • Monday to Friday

Supplemental pay types:

  • Commission pay

Ability to commute/relocate:

  • Brentford: reliably commute or plan to relocate before starting work (required)

Experience:


  • Financial planning: 2 years (preferred)

Work Location:
One location


Reference ID:
JLFAS1
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