Independent Financial Adviser - Desk Based
📍 Location: (Taunton).
💼 Salary: up to £45k - £50k DOE plus generous bonus scheme.
About the Company
The company is a leading independent wealth management firm, with a fantastic brand name and renowned for delivering client focused independent financial planning of the highest level. The company is rapidly expanding and offers a dynamic and fast-paced environment for the right person with full company training and career development.
The Opportunity
This is a very exciting opportunity for a Desk Based Independent Financial Adviser to join an established growing financial planning firm. You we will be working within a hand picked team of professionals to deliver the highest standard of advice to a client bank that will assigned to you when you start with the firm. The proposition is our firms digital proposition designed to service clients remotely using our in house platform designed to service new and existing clients efficiently and traditional platform clients.
Financial Advisor duties and responsibilities
Willingness and focus to:
Engage with a wide of clients over a telephone/video-based service for annual reviews and transactions
Help us with our new initiative to roll out a new platform, looking to switch clients where appropriate and working collaboratively with the team in the 'test and learn' phase
Move clients onto the right service level
Do most of their own admin/report writing, although support will be available for more complex areas
High energy role, with attention to detail and accuracy, to work towards improving client experience
Progressing to a higher value/lower quantity client bank over three - four years
Providing clients with holistic financial advice.
Design bespoke financial plans for each client.
Understanding the clients goals and aspirations.
Gaining referral business from existing clients.
Identifying and closing new business.
Keep accurate client records.
Review all clients in line with company policy and the consumer duty directive.
Uphold the company name in the highest regard.
Work alongside your support team and motivate the team.As an Independent Financial Adviser you will need:
Experience: Minimum 2 years in an Independent Financial Advisory role, ideally within fast-paced financial planning environment.
Qualification Minimum: RQF level 4 Diploma in Financial Planning and / or working towards chartered.
Detail-Oriented:You have a sharp eye for detail and a passion for getting things right first time.
Client-Driven: You will advise each individual client to the highest possible standard and recommend a bespoke solution to each client.
Networking: You are able to network with professional connections and cultivate new business introductions.
Proactive: A self-starter who takes initiative and thrives in a dynamic setting.
Tech-Savvy: Comfortable using CRMs, cash flow planning tools, FE analytics.
Technical Ability: Must have strong Pension, Trust and IHT planning experience.Desirable
Experience of Intelligent Office back office system.
Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.
Tate is acting as an Employment Business in relation to this vacancy.
Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application