Job Description
What will you be doing?
To build and develop trusted relationships with current and potential clients. To be responsible for delivering financial planning and wealth management advice. To work within the context of an agreed business plan. All advice given to clients must be suitable, tailored, and personalized to the client and in line with advice and control policies.
Some of your responsibilities will be to
* Assign tasks and responsibilities to team members
* Monitoring team performance; mentoring, managing, and supporting staff
* Team Leading
* Executing the annual Business Plan in line with agreed individual targets
* Building new client relationships and maintain and develop existing client relationships through effective ongoing service to help minimize attrition
* Structure and lead client meetings in a professional manner, ensuring all information and advice provided is up to date, technically accurate, and meets clients' needs
* Ensuring clients have the right advice to achieve their financial objectives while understanding and considering the impact of factors such as retirement planning, inheritance, and tax efficiency for individual clients
* To ensure client reviews are undertaken at least annually in line with clients' changing risk attitudes and strategic requirements
* To work in partnership with Investment Management (IM) and Professional Services (PS) colleagues to develop client relationships
* Maintain the New Business Pipeline (NBP) and ensure all values and dates are up to date.
* Ensure comprehensive client records are kept and that these are accurate and up to date at all times and in line with Group policy
To be successful in this role, you should have:
* Previous experience within a Financial Planning / Advisory role
* Experience of people management as a Team Leader / Manager
* Experience of managing staff workload; providing mentoring and support
* Performance management
* Excellent communication skills, both written and verbal
* Relationship Management skills
Qualifications
* Holds a minimum of a relevant level 4 qualification or above within Financial Planning (aspiring for Level 7) and maintains an up-to-date Statement of Professional Standing
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