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I'm working with a successful wealth management firm that is looking for a Desk-Based Financial Advisor to join their dynamic team in Bromsgrove. The business is experiencing exciting growth due to their continued success and offers an impressive route for progression, unlike much of their competition.
The ideal candidate will:
* Hold CAS or be working towards it
* Have experience using Microsoft Word, Excel, and databases
* Desire to become a successful Financial Planner
Responsibilities include:
* Managing a client base provided by the company
* Generating new client inquiries and advice income
* Converting client leads into business
* Undertaking sales and marketing activities in line with regional and national plans
* Achieving or exceeding annual new business revenue targets
* Maintaining 'fit and proper' status through continuous professional development and SPS maintenance
* Ensuring client advice and reports comply with company and regulatory standards
* Using approved standard documentation templates
* Maintaining technical and industry knowledge
* Developing relationships with external professionals to generate additional business opportunities
This role is suitable for current Desk-Based Advisors or professionals in back office support, mortgage advisory, or similar fields.
Perks
The company offers benefits including private medical insurance, generous annual leave, sick pay, a 5% pension contribution, birthday leave, and more.
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