Our client is growing and is seeking to appoint an additional Independent Financial Adviser. The role of Financial Advisor is crucial to the growth strategy within their Life, Pensions and Investments Business. The role is providing truly whole of market independent financial advice to a portfolio of professional clients.
•Providing financial planning / wealth advice to HNW clients
•Maximising the personal sales of Life, Pension and Investment business
•Ensure effective working relationships are built and maintained within the client base
•Adhering to all compliance and regulatory requirements
•Ensuring Sales activity is in accordance with the agreed business plan.
•Proven success of working in Life Sales, investment advice, financial planning, wealth advice
•Ability to meet agreed objectives and targets
•Ability to develop, implement and monitor business plans to increase sales and to respond promptly and effectively to changes in the market
•Understand and prioritise customer needs to deliver a high standard of advice and service
- Full QCF Level 4 qualification (e.g. CII Diploma in Financial Planning)
- SPS and CAS
This opportunity offers an excellent basic plus benefits is available along with an excellent structure for bonus.
Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.
- Financial Advice
- Life Insurance
- High Net Worth Individuals
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