Our client is growing and is seeking to appoint an additional Independent Financial Adviser. The role is crucial to the growth strategy within their Life, Pensions and Investments Business, providing truly whole of market independent financial advice to a portfolio of professional clients.
Providing financial planning / wealth advice to Corporate and HNW clients
A successful candidate is likely to have an existing client bank, upon which they would like to expand.
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
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 or equivalent (e.g. CII Diploma in Financial Planning)
SPS and CAS
Take charge of your career and apply now!!!
You will be rewarded with a very generous basic salary, bonus potential and benefits package including a whole range of flexible benefits