Your details are being submitted. This may take up to 30 seconds so please be patient. Thank you
Merseyside
23/06/2023
Type of Position: Financial Planner (Chartered or working towards) - Merseyside
Pay: £50k - £70k
Financial Planner (Chartered or working towards) - Merseyside
Our client is looking for a Private Client Advisor to join their team. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to generate compliant initial and ongoing income for the company.
Key Responsibilities:
* To comply with FCA rules and guidance and Compliance and T&C procedures.
* Proactively generate new business opportunities using existing clients, leads provided by the company and self generated opportunities.
* Deal with client affairs with integrity and efficiency.
* To prepare full and complete recommendation reports, with the support of ParaPlanning team
* To maintain and develop client relations, maximising their potential and to accurately input information into the CRM system in a timely manner.
* To ensure all revenue targets are met and work is completed in a compliant manner and meets the company’s quality standards.
* To adhere fully to the company's Private Client Proposition
* To work in a team environment
* To demonstrate commitment to the team by responding to referrals within the agreed SLA.
* To maintain appropriate CPD
Experience in the following areas would be an advantage:
* Research, analysis and interpretation, file preparation, and report writing
* Strong written and verbal communication skills.
* Ability to work largely unsupervised, but to contribute and participate in team goals/objectives
* Experienced in working with professional introducers
* Achievement of QCA Level 4 Minimum – Essential
If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy. #J-18808-Ljbffr