Our client is a long-established firm of independent financial advisers based in West Sussex.
Consummate professionals dedicated to the constant improvement of client financial standing; the company has worked hard to build their excellent reputation across the South of England.
An opportunity has arisen for a Financial Adviser to join the team and take over an existing client bank, from a retiring Senior Partner.
Providing first-class holistic financial planning services to prospective and existing clients, you will promote the company and uphold their image as a trusted, high-quality provider of financial solutions.
You will always operate in the clients' best interests, in an ethical and compliant manner.
As a Financial Adviser your responsibilities will include:
- Maintaining and improving existing client relationships.
- Initiating, building, and developing new business relationships.
- Delivering a first-class client service experience.
- Maintaining technical and planning competence, undertaking training as necessary.
- Agreeing and monitoring personal business and development targets with line management.
- Contacting potential clients to establish and develop long term business relationships.
- Regularly reviewing client circumstances to provide appropriate financial stewardship and maintain flexible financial solutions, to include cash flow modelling.
- Recording sufficient information to enable full holistic analysis of the clients' planning needs.
- Constructing appropriate strategic solutions to the principles of best advice, using FCA approved products and services.
- Producing written reports to evidence the delivery of products and services recommended.
We are looking for a Financial Adviser who has the following skills and experiences:
- An honest and ethical team player with appropriate financial planning qualifications.
- At least two years' experience as a Financial Adviser.
- Chartered status or specialist qualifications (such as Equity Release/Pension Transfers) are an advantage, but not mandatory.
- Excellent written and verbal communication, interpersonal and analytical skills.
- Able to work to deadlines in a planned and structured manner.
- IT literate with a sound understanding of industry software's and Microsoft Office.
In return, the Financial Adviser can expect a basic salary up to £65,000 and a bonus structure that pays out 10-25% of salary. In addition, you can also expect an extensive suite of employment benefits upon successfully completing probation, including 5% ER Pension contribution (increasing to 10% after 2 years service), 3 x Group DIS, 2 x Group CIC, 50% PHI and Group PMI.