Financial Adviser - London - £40K - £60K
Are you an experienced Financial Advisor looking for a company that provides support, guidance, and everything you need to be successful? Our client is looking for the next member of their advisory team.
Main Duties and Responsibilities
* Analyse, identify, and evaluate customer’s personal, business, and financial situations through comprehensive Fact Finding.
* Educate, support, and guide Agents and their staff to promote the financial planning proposition and distribution channels with our customers.
* Complete and submit all necessary documentation within agreed SLAs to support the advice given to the customer and provide a robust statutory record.
* Build and maintain effective relationships with customers ensuring their current and future requirements are met and their custom is retained.
* Build and maintain effective relationships with the GI Sales Team, Agents, and their staff through the implementation and review of partnership plans to ensure the effective delivery of objectives.
* Identify and generate general insurance leads for Agents from the life customer relationships to meet relevant targets.
* Deliver short-term/one-off projects and activities as required by and to the standards and outcomes agreed with the line manager.
About You
1. Level 4 qualified.
2. Valid Statement of Pro...