This directly authorised, award winning firm of Financial Planners are looking for a new adviser to join the firm. They offer tailored financial advice to families and businesses across London, Southwest and Wales.
Responsibilities
* To conduct in-depth reviews of clients' financial circumstances, current provision and future aims based on their changing needs and circumstances.
* Analyse information and present Financial Plans best suited to individual clients' requirements.
* Assess client's attitude to risk and capacity for loss.
* Design financial strategies whilst assisting clients to make informed decisions.
* Liaise with financial services providers to keep up to date on solutions in the market place.
* Review Cashflow Forecasts and recommendation reports prepared by the Support team.
* Develop new client opportunities via referrals, professional connections, and networking in line with the growth strategy adopted by the business.
* Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and costs the advised products.
* Maintaining professional qualifications, ongoing assessments, and structured Continuous Professional Development.
* Always demonstrating integrity, honesty, and highest level of professionalism.
Qualifications and experience
* Level 4 Diploma in Financial Planning.
* 5 years' experience within a client service environment.
* 5 years' experience in delivering client advice.
* Outstanding communication and presentation skills.
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