Financial Adviser with full qualified Leads provided.
Are you a Financial Adviser looking for an opportunity to further develop as part of a flourishing and exciting firm?
If you’re looking for a positive working culture, a flexible and autonomous role, with leads provided and support from an outstanding business to enable you to build up your skills and reach your full potential, this could be the role you’ve been waiting for.
This is a remote role, servicing existing clients in and around London. You will also be working to develop your own client bank and attract new clients.
As well as servicing existing Wealth clients, you will also be servicing the existing mortgage client bank as well as generating your own leads.
For the right candidate, there is also the option for succession planning. An opportunity for you to join a readymade successful business, make it your own and the continue to grow it.
What you’ll be getting involved in:
1. Delivering an excellent level of service on all areas of financial planning, working with clients to achieve excellent customer outcomes
2. Conducting review meetings to understand customer objectives and financial needs
3. Develop effective, long term relationships with clients, their families and professional connections
4. Work alongside the administration team to analyse information, conduct research, and prepare financial planning...