Independent Financial Adviser - London, United Kingdom - Clever-HR

Clever-HR

Verified Company

London, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Our client, a well-established and successful independent financial advisory firm, are looking for a charismatic and driven Financial Adviser to join their team.

As a result of a period of continued success and growth, the firm are able to provide the successful individual with a regular flow of client leads as-well as back office support and continued professional development opportunities.

Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible.

Financial Adviser - Key Responsibilities

You will meet with prospective clients on a regular basis and provide them with a high level of service while conducting meetings in line with company expectations
Outline with your clients the type of ongoing service that they wish to receive
You will plan, work towards, and generate a pipeline that sufficiently meets your preagreed business targets
It is crucial that you contact all leads supplied within an agreed timescale and then update the business with progress as appropriate
You must utilise the research panel when selecting the tailored advice for your clientsE
Ensure that all client files are kept up to date and well maintained.
You must construct Investment Reports in line with company standards
You will communicate effectively with the administration team and other resources
It is important that you provide clear and accountable management information
You will have the desire to continue your professional development, whilst also increasing your technical knowledge in specialist areas
You will liaise with internal departments including management and marketing

About You

Have completed the Level 4 Diploma in Financial Planning (or equivalent). Level 6 / Chartered Status would be desired but not essential
A confident and charismatic individual with excellent sales and presentation skills
Exceptional interpersonal and organisational skills
You will be driven and highly motivated to achieve and exceed business targets
A proven, successful track record in winning and developing business
You will have the ability to work individually as well as part of a team
You will be IT literate