About

Our client is a small firm offering independent financial advice on mortgages, investments, savings and pension planning with a solid existing client portfolio.You will have a proven track record of results and be able to demonstrate great communication skills and a good knowledge of the fast moving financial services market.You will have the following traits:HonestStrong work ethicPrimary focus on client outcomeExcellent telephone mannerSmart and professional appearanceFull Dip FA level 4 requiredProven track record in quality advice and client workIn return we will offer:A competitive basic salary - likely to be up to £42500 and the opportunity to double this with bonusAll leads providedAdmin & Paraplanning supportBonus income based on productionWorkplace company pensionResponsibilities:Contact existing clients to carry out full financial reviews and conduct in-depth reviews of clients' financial circumstances, current provision and future aims using our CRM system FinplanWill be responsible for onboarding new members into an existing large SIPPanalyse information and prepare plans best suited to individual clients' requirementscomplete risk profiles, factfinds and suitability lettersassist clients to make informed decisionsreview and respond to clients changing needs and financial circumstanceskeep up to date with financial products and legislationcontact clients with news of new financial products or changes to legislation that may affect their savings and investmentsmeet the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.