Are you a driven and motivated sales professional looking for an exciting and challenging opportunity to shape and build your career? If so, we have the perfect role for you!
About Us:
Our Independent Financial Advice company has a clear and compelling vision that sets it apart as a unique company to work for. Our vision is to change the way people think about financial advice. The company is dedicated to providing intergenerational solutions and making financial advice accessible and affordable to everyone, and we’re dedicated to closing the Advice Gap.
Our purpose is to keep families together by offering all family members access to advice that protects what is important now and in the future. This involves implementing a thorough, robust, and relevant financial plan that coexists with a clients legal, estate, and inheritance plan.
We’re facing the Great Wealth Transfer head on and are keen to grow our financial advice company with career-focused individuals, early on in their journey.
The mission of our company is to help people live a life they love by supporting them in achieving their goals, dreams, and objectives. The company aims to nurture and manage clients' finances both now and in the future, making it easier for them to understand and build a financial legacy.
We are a high support, high challenge, growing company that provides a unique and exciting opportunity for the right financial advisor to propel their career to the next level.
What We Offer:
* Client Leads Provided: All qualified, client leads are provided to you, removing the requirement to self-source all of your customers. This unique selling point within the industry ensures that your diary is always full, leading to higher conversions and increased earnings potential.
* AI Support: Our AI support for paraplanning means quicker and more accurate reports to your clients than the traditional paraplanning route.
* Competitive Compensation: Basic salary of £35-45k with an on-target bonus of £35k—uncapped.
* Benefits: Company pension scheme with employer contribution and 23 days holidays increasing with service.
Key Responsibilities:
* Focus on new business to reduce the Advice Gap and make financial advice accessible and affordable to everyone.
* Establish client relationships to support the growth of the company through strong client conversions from initial appointments.
* Deliver the end-to-end sales process and conduct fact-find meetings with prospective customers.
* Prepare sound financial plans to ensure clients meet their financial goals and customize plans according to clients’ changing needs.
* Deliver outstanding customer service and satisfaction, including annual client reviews where applicable.
* Generate new business through existing client referrals.
* Maintain impeccable levels of personal and professional integrity, updating knowledge of regulations, practices, and financial products.
* Admin support to manage your diary, book all client appointments, and facilitate a smooth client/advisor journey to drive optimum results for all.
Key Attributes:
* Minimum 2 years of experience providing financial advice across investments, and pensions.
* Current Statement of Professional Standing.
* Performance-hungry, driven, and motivated individual delivering strong quality measures.
* Strong knowledge of compliance and delivering exceptional customer outcomes.
* Positive, optimistic individual who thrives in a growth environment and is adaptable to change.
* Travel to clients as required.
* Pre-existing book of clients not needed.
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
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