Financial Advisor - Brentwood, United Kingdom - The Coast Partnership
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
Job Types:
Full-time, Permanent
Salary:
£35,000.00-£50,000.00 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:
JLFAI1
More jobs from The Coast Partnership
-
Ifa Administrator
London, United Kingdom - 2 weeks ago
-
Marketing Executive
Maidstone, United Kingdom - 2 weeks ago
-
Complaints Handler
Brentwood, United Kingdom - 2 hours ago
-
Personal Assistant to Managing Director
Watford, United Kingdom - 1 week ago
-
Investment Administrator
Leigh-on-Sea, United Kingdom - 3 weeks ago
-
Marketing Assistant
South London, United Kingdom - 2 weeks ago