Our client is seeking to welcome a Financial Adviser to their team in Brighton, who will advise clients based on their individual circumstances and objectives. This position can be either self-employed, or employed. Hybrid working is available.
Specific responsibilities:
* Completing compliant annual reviews with existing fee-paying clients via video meetings and over the telephone.
* Ensuring client reviews are completed when scheduled.
* Maintaining existing client relationships and identifying opportunities to provide additional products and services where appropriate.
* Prospecting and contacting potential new clients in accordance with the Firm’s business plan.
* Obtaining sufficient client information before making any recommendations, and ensuring all recommendations are suitable based on the client’s circumstances, needs and objectives.
* Articulating the benefits of our central investment proposition and migrating clients to this where appropriate
* Undertaking appropriate third-party product and market research where required.
* Drafting simple suitability reports from existing templates.
* Presenting financial planning solutions to clients and gaining their commitment to proceed with the recommended solution.
* Ensuring all required documentation is completed and that client records are fully updated.
Personal Requirements:
* Excellent interpersonal skills and IT skills.
* Ability to build and maintain strong relationships with new and existing clients.
* The ability to work efficiently and accurately in a fast-paced office environment.
* Maintaining a positive attitude and delivering a professional service to clients at all times.
* Level 4 Diploma in Financial Planning, Competent Adviser Status (CAS) and current SPS.
* Previous experience of delivering advice via video meetings and over the telephone.
* Previous use of Intelligent Office is desirable but not required.