Financial Advisor

Reed Financial Services are representing an IFA based in Nottingham seeking a Qualified Advisor to join their growing team. Paying up to £50k dependent on experience. The role will consist of actively managing a portfolio of clients, providing excellent service and identifying further opportunities through understanding the client’s needs. To proactively grow, manage and retain clients, by developing new business opportunities.

Key Responsibilities

Relationship Management

• Develop and maintain strong relationships with new and existing clients.
• Identify opportunities to grow revenue through up selling or cross selling to current client bank.
• Actively manage all leads passed from business and professional introducers.

Revenue and Business Development

• Identify and maximise new sales opportunities.
• Attend relevant industry events and identify new business opportunities.
• Deliver presentations to potential introducers and employees outlining our proposition and service.
• Manage the annual review process ensuring compliance.

Management Information

• Maintain accurate management information and data relating to client contact strategies.
• Generate appropriate monthly reporting, information, and statistics.
• Follow company procedures when conducting all client related activity.

Compliance

• Adhere to company compliance standards in all processes, including Treating Customers Fairly.
• Manage activities and administration, demonstrating best practise, that will meet or exceed regulatory requirements.

Skills and Qualifications

• Minimum requirement: Level 4 qualification in financial advice recognised by the Financial Conduct Authority

Behavioural Competencies

• Ability to plan, organise and prioritise workload effectively.
• Demonstrates change management leadership skills.
• Manages complex relationships.
• Able to adapt communication style.
• Commercially driven decision making.
• Adopts a strategic view.