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- Develop an understanding of the company's core values
- Ensure clients are serviced in a timely and professional manner
- Maintain good client and intriducer relationships through client meetings
- Continually driving improvement in quality of advice and client files
- Conducting in-depth reviews of clients' financial circumstances
- Reviewing and responding to clients changing needs and financial curcumstances
- Acquire new business, via personal business planning and company lead generation programme
- Mantain up to date personal CPD records
- Maintain CF30 status in accrodance with company procedures and FCA rules
Experience Required:- Diploma in Financial Planning as a minimum qualification
- Track record of providing solid financial advice
Independent Financial Adviser - Glasgow, United Kingdom - Clayton Davies Ltd
Description
Our client, an independent Financial Advisory firm, are looking for an experienced Financial Adviser to join their team. As an employed Independent Financial Adviser, your role is to understand your clients current and future financial goals.Key
Responsibilities: