About

Role DescriptionYour role is to help clients establish their future goals and long-term aspirations and create a financial plan to achieve them. You will play a vital role in helping clients make informed financial decisions through professional expertise, technical analysis and ongoing support so that financial goals are achieved with confidence. Key Responsibilities As well as providing professional financial planning advice, you will be responsible for attracting and on-boarding new clients, and delivering an outstanding customer experience to our established client base. Build and maintain long-term relationships with clients, understanding their current and future financial goals Meet new and existing clients face-to-face and over the phone/video, conducting meetings and providing holistic financial advice to meet their immediate and ongoing financial goals.Complete comprehensive client meetings and use available tools and cash flow modelling knowledge, to analyse and help your clients to understand the benefits of having advice.Use a range of business development strategies and expertise to proactively explore the market to onboard new clients. This will include establishing links with introducers both internal and external. Monitor a designated portfolio of clients to support their future financial goals Manage a designated portfolio of ongoing client relationships and increase your book by identifying advice needs, to be addressed as part of the ongoing relationship.Consider a retention strategy with an ability to adapt and enhance the value of client relationships.Maintain an ongoing, trusted relationship with clients; broadening and deepening the relationship you have with them.Build your business by understanding and exploring further opportunities within your cli