I'm looking to speak to experienced financial advisors in the West Sussex area with regards to a superb employed role where you will inherit an established book of clients from a retiring advisor.
In this role, you will understand your clients' current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.
This role offers home-based/remote working with access to office locations if preferred.
In return:
£65,000 - £85,000
Excellent Bonus Scheme
Full paraplanning and admin support
Key Responsibilities will include:
* Follow the Six-Stage Advice Process to build long-term relationships and deliver excellent Client outcomes.
* Review and respond to Clients' changing needs and financial circumstances, keeping Introducers and Clients up to date with new financial products or changes to legislation that may affect their Clients' pensions, savings, investments, and financial plans.
* Acquire and develop new business from new/existing Clients and professional introducers, via personal business planning, referrals, and company lead generation programme.
* Optimise the use of all marketing opportunities available, including via Social Media and networking with Introducers and other professionals to develop new business.
* Develop and maintain good Client & introducer relationships through Client meetings, seminars, and continuous feedback to the team and Contact Centre.
* Contact corporate and individual Clients to set up meetings, either within an office environment, in the Clients' homes or business premises, or virtually via Microsoft Teams.
* Conduct in-depth reviews of Clients' financial circumstances, current provision, and future aims and objectives whilst analysing information, conducting research, and preparing financial planning reports best suited to the individual Clients' requirements covering all areas of advice.
* Deliver accurate Management Information as requested.
What we are looking for in our ideal Financial Adviser:
* Diploma in Regulated Financial Planning (or FCA approved equivalent) and to maintain CF30 status in accordance with the FCA regulations.
* Clear demonstration of a client-centric approach with a well-presented and articulate manner and dedication to doing the right thing for our clients.
* Excellent interpersonal skills, approachability, and professionalism. Harnessing IT skills to embrace the new virtual/digital ways to communicate with Clients.
* Experience in networking and attracting new Clients through business development and effective business planning to grow a client bank and build relationships with Affinity Groups, Business Owners, Entrepreneurs, Professional and Retail Clients.
Benefits as an Independent Financial Adviser:
* Support to build your client base and future value.
* End-to-end in-house client journey and back-office support with full DIS, Admin, and Para Planning support, with lead generation from our call centre.
* Client-centric proposition and trusted brand reputation with compelling values and ongoing learning and development culture.
* Platform to deliver efficient and cost-effective solutions.
* Established Practice Buy Out option on exit.
* Consultative marketing support.
* Full Admin Support.
* Full paraplanning and technical support.
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