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Financial Advisor


Details:
Description:

Financial Advisor

* Are you an experienced Financial Adviser?

* Do you want to work for a well established business?

* Do you want career progression opportunities?

If so, APPLY NOW!

Due to continued expansion we're recruiting an experienced Financial Advisor to join our Mansfield based client on a Permanent basis.

Job Duties:

* Actively manage a portfolio of clients, providing excellent service and identifying further opportunities through understanding the client’s needs.

* Proactively grow, manage and retain clients, by developing new business opportunities.

* Identify opportunities to grow revenue through upselling or cross selling to current client bank.

* Actively manage all leads passed from business and professional introducers.

* Identify and maximise new sales opportunities.

* Attend relevant industry events and identify new business opportunities.

* Deliver presentations to potential introducers and employees outlining proposition and service.

* Manage the annual review process ensuring compliance.

* Maintain accurate management information and data relating to client contact strategies.

* Generate appropriate monthly reporting, information, and statistics.

* Adhere to compliance standards in all processes, including Treating Customers Fairly.

* Manage activities and administration, demonstrating best practise, that will meet or exceed regulatory requirements.

Requirements:

* Minimum requirement: Level 4 qualification in financial advice recognised by the Financial Conduct Authority

* Ability to plan, organise and prioritise workload effectively.

* Demonstrates change management leadership skills.

* Manages complex relationships.

* Able to adapt communication style.

* Commercially driven decision-making.

Salary: £40,000 - £50,000 Per Annum.

This is a Full time, Permanent position

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