Financial Adviser, Dynamic Financial Planning Business

About Our Client Our client is a modern, dynamic Financial Planning Business offering a predominantly remote / telephone / video/virtual call based service to retail clients across the UK. The business currently has over £250mil Assets Under Advice and continues to grow through the acquisitions of client books from other advisory firms.Our client's planning service covers mainly pensions and retirement planning, but also includes Wealth Management and ISA's / GIA's / Investment Bonds.
Job DescriptionTypical clients will have between £50-500k of investable assets - you will be providing pension and investments adviceExpectation to work in accordance with all compliance procedures of the firm - full support provided by the paraplanning teamTo follow the prescribed advice processes for each business areaTo conduct financial reviews and identify suitable opportunities for new businessWork closely with the technical team in respect to giving clear direction to paraplanning in order to facilitate the delivery of advice The Successful ApplicantExperience of providing pension and investments advice to clientsExperience in an advisory roleTechnical competence in advising on pensions, investments and insurances in the pre and post retirement stagesAccustomed and confident in dealing with clients and providers via telephone / video calls on all parts of the advice processA large part of the role is being able to show confidence, passion, build client rapport authority, personality, handle objections, and also have empathy and the ability to put clients at easeLevel 4 Diploma Status and Competent Adviser Status (CAS) neededTo be a self-starter and be able to manage leads and report into senior management What's on Offer Our client is looking to pay a Base Salary of £50-55k with generous OTE to be discussed at interview.I look forward to hearing from you.
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