Do you enjoy selling and working in a fast-paced environment? Are you a real business focussed salesperson who wants to earn money and progress your career within financial services? Our client is seeking an experienced Independent Financial Adviser with a strong track record of success. The ideal candidate will possess excellent communication skills and a solid understanding of the dynamic financial services sector.
Company Benefits:
* Bonus income based on production (£120k)
* Workplace company pension
* Competitive holiday allowance
Key Responsibilities:
* Engage with existing clients to conduct comprehensive financial reviews, assessing their current financial situation, existing provisions and future goals using the CRM system, Finplan.
* Oversee the onboarding process for new members joining an established large SIPP.
* Analyse financial information and develop tailored plans to meet individual client needs.
* Complete risk assessments, fact-finding exercises and suitability reports.
* Support clients in making well-informed financial decisions.
* Monitor and respond to changes in clients' financial circumstances and evolving needs.
* Stay up to date with financial products, market trends and legislative changes.
* Inform clients about new financial products or regulatory updates that may impact their savings and investments.
* Ensure compliance with regulatory requirements, including disclosur...