Financial Advisor Job Description
About the Role:
We are seeking a highly skilled Financial Advisor to join our expanding team. As a key member of our team, you will be responsible for providing ongoing review and report services to new and existing clients.
Duties:
* Deliver high-quality financial planning advice to current and prospective clients, ensuring their needs are met and maximizing revenue and profit contribution to the Practice.
* Help clients achieve their financial objectives by assessing their financial situation, developing and presenting financial strategies and plans, and monitoring changes in their financial status and life circumstances.
* Create a long-term relationship between the Practice and its clients that delivers mutual value and benefit.
* Build the profile of the Practice as the financial planning service provider of choice to its target market.
Criteria:
* Qualified to Diploma level - Minimum Level 4.
* Hold appropriate Statement of Professional Standing.
* At least 3 years' experience as a financial advisor.
* Demonstrate the ability to meet production targets.
* Demonstrate technical ability to advise on a wide range of financial planning solutions.
* Expert at Networking & Communication.
Benefits:
A full client bank including high net worth clients, salary £50-£70 depending on experience, bonus, and attractive benefits package.