Financial Planning – New Client Adviser
Remote
Role Description
As a key member of the Financial Planning (national) team, the New Client Adviser will focus on onboarding new business, the majority of which will be generated from our Parent Company. Providing prospective clients with holistic financial planning advice and excellent client service to support the onboarding of clients and managing clients through their initial interactions with business.
Great financial advice puts the clients first and supports them in planning their future goals, ensuring they have effective protection and investment strategies in place.
Key Accountabilities
* Ensure you meet the needs of clients by prioritising your time to engaging new clients and providing holistic advice.
* Meet new clients virtually over the phone/video, conducting meetings and providing holistic financial advice to review and meet their immediate financial goals.
* Build client relationships to identify and address clients' financial needs.
* Own the client relationship - in the main up to the first three months of being a client at which point you will hand the client across to the ongoing relationship team, liaising throughout to ensure first class standards of service.
* Adapt to enhance relationships with clients and increase opt-in rates for Ongoing Advice Service.
* Seek to develop personal capability and knowledge and maintain a full understanding of the wider marketplace and industry shifts.
* Support approach to leading others to joint goals.
* Commit to the business values, focusing on delivering against our regulated responsibilities, not least our Consumer Duty responsibilities.
* Maintain professional standards and competency, including continuous professional development to support your SPS (Statement of Professional Standing) as part of the business T&C approach.
Qualifications & Skills
* Qualified Level 4 Diploma qualification. Level 6 / Chartered status is desired but not essential.
* Extensive experience in conducting client meetings and creating a financial plan to support a clients financial planning needs.
* Strong knowledge required in all areas of financial planning.
* Familiarity with regulatory requirements relating to giving financial advice.
* Excellent communication and presentation skills to support ensuring clients receive an excellent experience.
* Open and welcoming to change, have exceptional problem-solving skills and an ability to stay focused in times of uncertainty.
* Attention to detail and the ability to work independently and collaboratively in a fast-paced, dynamic environment.
* Strong organisational skills to manage a large and diverse task list to ensure we deliver great client journeys