Financial Adviser, up to £55k Salary + Bonus + Benefits + Clients Provided

Posted 10 February by Clever-HR
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Role: Financial Adviser

Location: Cambridge

Salary: Up to £55k Basic Salary + Bonus and Benefits + Clients

Are you a driven and dynamic adviser looking to make the next step in your career? If so, we have an excellent opportunity for you to work within a successful and growing financial planning firm within the South East. Working with affiliate partners, you will be required to provide a top level of holistic independent financial advice to a large, extensive client base. The role provides an excellent opportunity to grow and build a client bank with a basic salary and excellent earnings potential.

Key Responsibilities

  • Meet with prospective clients on a regular basis to provide a high level of service, conducting meetings in line with company expectations.
  • Outline with your clients the type of on-going service they wish to receive.
  • To plan, work towards and generate a pipeline that sufficiently meets your pre-agreed business targets.
  • Contact all leads supplied within an agreed timescale and updating the business with progress as appropriate.
  • Utilise the research panel when selecting the advice for your clients.
  • Ensure client files are kept up to date and well maintained.
  • Construct Investment Reports in line with company standards.
  • Communicate effectively with the administration team and other resources.
  • Provide clear and accountable management information.
  • Desire to continue your professional development, whilst increasing your technical knowledge in specialist areas.
  • Liaise with internal departments including management and marketing.

Required Knowledge, Skills and Experience

  • Hold the Diploma in Financial Planning - Chartered or working towards would be preferred but not essential.
  • 2-3 year's experience in a client facing advisory role.
  • A confident and charismatic individual with excellent sales and presentation skills.
  • Exceptional interpersonal skills and telephone manner.
  • High quality of personal organisational skills.
  • Driven and highly motivated to deliver business targets.
  • Eager to develop your professional development with a strong understanding of how you would like to progress your career.
  • Ability to work individually as-well as part of a team.
  • IT literate.

Required skills

  • Holistic Financial Planning
  • Investment
  • Pensions
  • Wealth Management
  • Independent Financial Advice

Reference: 41364070

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