Recruit UK
Finance
United States, Cambridgeshire
Job Title: Financial Adviser
Industry: Wealth/Asset Management
Location: Remote, Nationwide Opportunities
Salary: Up to £80,000
Job Ref: 10003
Job Description:
I'm currently working with a few firms who are looking for qualified Diploma Level 4 Financial Advisers nationwide. You'll be part of a progressive and client-focused wealth management firm as a employed adviser.
Across the board in these roles, you will understand your clients' current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.
The roles offer remote working with access to office locations if preferred. There is an expectation to attend face to face client meetings.
Key Responsibilities will include:
Build long term relationships and deliver excellent client outcomes
Reviewing and responding to clients’ changing needs and financial circumstances, keeping Introducers and clients up to date with new financial products, or changes to legislation that may affect their clients’ pensions, savings, investments and financial plans
Acquiring and developing new business from new/existing clients and professional introducers, via personal business planning, referrals and company lead generation programme
Optimising the use of all marketing opportunities available, including via social media and networking with introducers and other professionals to develop new business
Developing and maintaining good client & introducer relationships through client meetings, seminars and continuous feedback to the team and contact centre
Conducting in-depth reviews of clients' financial circumstances, current provision and future aims and objectives.
Delivering accurate management information as requested
What we are looking for in our Independent Financial Adviser:
Diploma in Regulated Financial Planning
Clear demonstration of a client centric approach with a well presented and articulate manner and dedication to doing the right thing for our clients
Excellent interpersonal skills, approachability, and professionalism.
Experience in networking and attracting new clients through business development and effective business planning to grow a client bank.
Benefits as an Independent Financial Adviser
Support to build your client base and future value
End to end in house client journey and back-office support with full DIS, Admin and Paraplanning support
Client centric proposition and trusted brand reputation with compelling values and ongoing learning and development culture
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a well established Financial Advice firms on Financial Adviser roles.
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