Job Description
Role purpose:
To work with private individuals and business owners to identify their financial objectives and map out a financial plan to achieve them. The adviser will deliver exceptional client service to an established client bank as well as bringing new clients from networking sources/existing contacts to the business. A full support team will be provided to ensure client appointments; meeting preparation and business submission are handled with the assistance of the Adviser.
Key duties and responsibilities:
1. Contacting existing and/or potential clients to offer financial planning services.
2. Conducting in-depth reviews of clients’ financial circumstances, current provision and future aims.
3. Research and analysing information with which to design financial strategies and prepare proposals to best suit individual clients' requirements.
4. Completing analyses of clients’ attitude to risk in accordance with their financial planning decisions.
5. Reviewing and responding to clients’ changing needs and financial circumstances.
6. Providing clients with information on new and existing products and services.
7. Communicating with other relevant professionals in relation to clients’ circumstances.
8. Keeping up to date with legal, taxation and regulatory legislation as appropriate and maintaining profession...