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Our company has a clear and compelling vision that sets it apart as a unique workplace. Our vision is to transform how people perceive financial advice. We are committed to providing intergenerational solutions and making financial advice accessible and affordable for everyone, aiming to close the Advice Gap.
Our purpose is to keep families united by offering all members access to advice that safeguards their present and future. This involves implementing comprehensive, relevant financial plans that align with clients' legal, estate, and inheritance plans.
We are proactively addressing the Great Wealth Transfer and seek to expand our financial advice firm with career-oriented individuals early in their journey.
The mission of our company is to help people live fulfilling lives by supporting their goals, dreams, and objectives. We aim to nurture and manage clients' finances now and in the future, simplifying their understanding and helping them build a financial legacy.
We are a supportive, challenging, growing company offering a unique and exciting opportunity for the right financial advisor to elevate their career.
Why Join Us?
* Client Leads Provided: All client leads are supplied by a law firm specializing in wills and estate planning within our group, eliminating the need to self-source clients. This ensures a full diary, higher conversion rates, and greater earning potential. A steady stream of qualified leads allows you to meet your targets more easily and enjoy a rewarding career.
* AI Support: Our AI-assisted paraplanning delivers quicker, more accurate reports, freeing you to focus on client relationships and sales. Faster report turnaround increases efficiency, client satisfaction, and your earning potential. Accurate reports also enhance your reputation.
Key Responsibilities:
* Focus on new business to bridge the Advice Gap and make financial advice accessible and affordable.
* Build client relationships to support company growth through strong conversions from initial meetings.
* Conduct fact-find meetings and deliver the full sales process.
* Create tailored financial plans aligned with clients’ evolving needs.
* Provide excellent customer service, including annual reviews where applicable.
* Generate new business via client referrals.
* Maintain high standards of integrity, staying updated on regulations, practices, and products.
* Manage admin tasks to schedule appointments and ensure a smooth client-advisor experience.
Key Attributes:
* At least 2 years of experience providing financial advice in investments, pensions, and protection.
* Current Statement of Professional Standing.
* Performance-driven, motivated, with strong quality metrics.
* In-depth knowledge of compliance and delivering excellent customer outcomes.
* Positive, adaptable, growth-oriented mindset.
* Willing to travel to client locations as needed.
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