Job Decription:
Our client is a firm of Chartered Financial Planners and is offering a fantastic opportunity for an experienced Financial Planner to assist in growing the business, by joining an established talented team.
This role benefits from access leads provided from their extensive client base of UHNW Private Clients. You will provide a comprehensive consultancy service to an existing broad portfolio of high value personal and corporate clients, backed by full administration support.
You will be expected to manage client relationships proactively from initial set up meetings to ongoing service issues; building trust and responding quickly to client needs.
You should be committed to providing quality advice and solutions through knowledge of UK financial products and services, so clients can manage their affairs in the most effective way.
You will also need to contribute to profitable development of business by assisting in winning new clients, cross-selling additional services and securing recurring work from clients.
Key responsibilities:
- Setting up meetings with clients
- Finding out about clients' current finances and future plans
- Researching financial products
- Explaining details of products so that clients can make informed choices
- Meeting sales targets
- Negotiating with providers of financial products
- Keeping detailed records
- Producing financial reports
- Qualifications and skills:
Role requirements:
Chartered status or Diploma qualified working towards Chartered status
Competent advisor status
Excellent standard of written and verbal communication with ability to liaise with people at all levels
Awareness of industry trends and developments
Excellent client handling skills; ability to establish rapport quickly, creation of trust
Management of expectations, delivery and responsiveness
Excellent organisational skills, with ability to prioritise effectively and cope with pressure
High motivation, self starter and flexible
.