Financial Planner - Edinburgh, United Kingdom - Close Brothers Group plc

Description

The Vacancy

OVERALL SUMMARY

To build and develop trusted relationships with all historical and potential clients, servicing an existing client bank of profitable households the maximum number to be agreed by your Managing director.

Responsible for acquiring new clients, assets and fee with established Financial Planners generating new advice fees and net flows per annum as agreed with your manager and set out in the bonus scheme with attaching ongoing Adviser fees.

RESPONSIBILITIES

• To plan, implement and execute the annual Business Plan in line with your agreed individual targets acquiring new clients growing initial revenues and cumulative AuM.
• Grow the client bank in line with your agreed individual targets through personal prospecting, e.g.; existing clients, referrals, introductions from professionals.
• Develop a collaborative productive relationship with the Business Development team.
• Ensure all periodic client reviews are completed in line with client's expectations and changing circumstances.
• Remain compliant - measurements include; Business Quality Assurance (BQA) grades, CPD, complaints upheld, maintaining SPS.
• Achieve all Key Performance Indicators (KPIs) measured via a Balanced Business Scorecard (BBS).
• Grow both the total and average ongoing advice fees across all retained clients.
• Work in partnership with all team members, sharing best practice and developing client acquisition strategies.
• Execute a client centric migration process on an ongoing basis as required
  WE WOULD LOVE TO HEAR FROM YOU / PLEASE APPLY IF:
  • To plan, implement and execute the annual Business Plan in line with your agreed individual targets acquiring new clients growing initial revenues and cumulative AuM.
  • Grow the client bank in line with your agreed individual targets through personal prospecting, e.g.; existing clients, referrals, introductions from professionals.
  • Develop a collaborative productive relationship with the Business Development team.
  • Ensure all periodic client reviews are completed in line with client's expectations and changing circumstances.
  • Remain compliant - measurements include; Business Quality Assurance (BQA) grades, CPD, complaints upheld, maintaining SPS.
  • Achieve all Key Performance Indicators (KPIs) measured via a Balanced Business Scorecard (BBS).
  • Grow both the total and average ongoing advice fees across all retained clients.
  • Work in partnership with all team members, sharing best practice and developing client acquisition strategies.
  • Execute a client centric migration process on an ongoing basis as required
    As an employer, Close Brothers Asset Management is committed to equality and valuing diversity within its workforce. We provide equality of opportunity and will aim to ensure that no employee's or candidates are subject to discrimination on grounds of any characteristics including but not withstanding gender, gender identity, marital status, sexual orientation, race, colour, nationality, religion, age, disability, working pattern, caring responsibilities, political beliefs.
    
    We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.
    
    To avoid any ambiguity around fees, please note that speculative CVs received by Close Brothers, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.
    
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