Average Financial Services salary in Staffordshire

Your new companyAn excellent opportunity has arisen within a highly reputable firm of IFAs for an experienced Financial Services Administrator. A very supportive working environment, family-feel culture. Excellent long-term prospects as the company continues to grow.Your new roleWorking as part of a team providing support to advisers dealing with all aspects of administration and being a key point of contact for clients. Key responsibilities include preparing documentation for new business, preparing provider illustrations, liaising with product providers and third parties to obtain outstanding information, keeping back office systems up to date, assisting advisers to prepare for client meetings, reviewing meeting notes, dealing with client enquiries and ensuring high standards of client service.What you'll need to succeedEssential to have experience of working in financial services administration, ideally gained within an IFA practice, together with a good understanding of administration processes involved in financial services (life, pensions, investments, mortgages). The role also requires excellent communication skills, strong attention to detail, and good experience of using systems.What you'll get in returnIn addition to a highly competitive salary and package, this is a very good opportunity to join a good company which will invest in you and your career, recognise and reward your contribution, and provide support to attain professional qualifications if desired.What you need to do nowIf you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk

Basic Up to £60k + Package + Paraplanning + Full Lead Generation + 40% Bonus paid with no Validation Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Advisor. Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients and you will benefit from ongoing lead generation. The Independent Financial Advisor will enjoy, superb paraplanning support, a full client portfolio to build relationships with and on-going lead generation local lead introducers. Our client distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to financial planning. You can feel confident knowing that the company align with their client's best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the company flourish, and to help their employees meet their long-term goals, they offer an attractive basic salary, very comprehensive benefits package and an un-limited bonus structure. The Independent Financial Advisor role comes with full client support, all on-going advice fees, full admin & Paraplanning support and full lead generation. Your Qualifications for the Independent Financial Advisor role: Level 4 qualified - Diploma in Financial Planning/Regulated Financial PlanningGenuine desire to provide a high standard of advice and service to clientsYou are engaging and can connect with a wide array of audiencesDetailed knowledge of Investments, tax planning and Defined Contribution pensions. Apply today to be a part of a team environment where you make a real difference. Quote reference RH 96143

Our client are looking for a charismatic and driven financial planner to join their team. The firm are eager to find an experienced adviser who can manage an existing book of clients while also developing further business; To ensure that the successful individual can purely focus on client meetings and relationships, full back-office support will be provided. Key Responsibilities You will meet with clients on a regular basis and provide them with a high level of service while conducting meetings in line with company expectations; You must outline with your clients the type of on-going service that they wish to receive.You will plan, work towards, and generate a pipeline that sufficiently meets your pre-agreed business targets; It is crucial that you contact all leads supplied within an agreed timescale and then update the business with progress as/when appropriate.You will always act in a compliant manner and deliver an outstanding level of customer service while ensuring that you constantly adhere to the FCA rules and regulations.You must utilise the research panel when selecting the tailored advice for your clients while ensuring that all client files are kept up to date and well maintained; You must construct reports in line with company standards.You will communicate and liaise effectively with the back-office, management, and marketing teams; It is imperative that you always provide clear, concise, and accountable information.You will have the desire to continue your professional development, whilst also increasing your technical knowledge in specialist advice areas. About You You will hold the Level 4 Diploma in Financial Advice as a minimum; This can be via the CII, CISI, or LIBF. Level 6 / Chartered status is desired but not essential.You will be a confident, authentic, genuine, and charismatic individual with excellent sales and presentation skills.You must have exceptional interpersonal and organisational skills as-well as possess excellent communication and negotiation skills.You will be driven and highly motivated to achieve and exceed business targets.You must be hard working, enthusiastic, passionate, focused, and articulate with a strong commitment to delivering an excellent client experience and service; It is imperative that you always adopt highly moral, ethical, and professional approaches to your work.You will be eager to develop your career and will therefore possess a strong understanding of how you would like to achieve this; You will be prepared to undergo further study and training where appropriate.You must have excellent knowledge on all areas of financial planning (including investments, pensions, protection, retirement options, and tax planning); You must be able to research, analyse, and interpret a diverse range of information.You will have a strong ability to build and maintain long-term client relationships.You will have the ability to work individually as well as part of a team.You will have strong literacy, numeracy, and IT skills.You will be able to convey complex information, to a wide variety of people with various levels of understanding, both written and verbally.