Financial Adviser

Financial Adviser - London - £40K - £60K

Are you an experienced Financial Advisor looking for a company that provides support, guidance, and everything you need to be successful? Our client is looking for the next member of their advisory team.

Main Duties and Responsibilities

• Analyse, identify, and evaluate customer’s personal, business, and financial situations through comprehensive Fact Finding.
• Educate, support, and guide Agents and their staff to promote the financial planning proposition and distribution channels with our customers.
• Complete and submit all necessary documentation within agreed SLAs to support the advice given to the customer and provide a robust statutory record.
• Build and maintain effective relationships with customers ensuring their current and future requirements are met and their custom is retained.
• Build and maintain effective relationships with the GI Sales Team, Agents, and their staff through the implementation and review of partnership plans to ensure the effective delivery of objectives.
• Identify and generate general insurance leads for Agents from the life customer relationships to meet relevant targets.
• Deliver short-term/one-off projects and activities as required by and to the standards and outcomes agreed with the line manager.

About You

• Level 4 qualified.
• Valid Statement of Professional Standing.
• Experience in delivering regulated financial advice to UK customers.
• Strong knowledge and understanding of the financial services regulatory and compliance framework.
• Good knowledge of end-to-end sales processes, systems, and tools
• Creates a team environment, provides innovative ideas, and challenges self and others to achieve higher levels of quality and output to achieve great results for our business.

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.