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23/06/2023
Type of Position: Chartered Financial Planner - Merseyside
Pay: £50k - £70k
Chartered Financial Planner - Merseyside
Our client is looking for a Private Client Advisor to join their team. The job involves meeting with clients and prospective clients to provide financial planning services in line with company propositions, aiming to generate compliant initial and ongoing income for the company.
Key Responsibilities:
* Comply with FCA rules, guidance, and company procedures.
* Proactively generate new business through existing clients, provided leads, and self-generated opportunities.
* Handle client affairs with integrity and efficiency.
* Prepare comprehensive recommendation reports with support from the ParaPlanning team.
* Maintain and develop client relationships, maximizing their potential, and input information accurately into the CRM system promptly.
* Meet revenue targets and ensure work is completed compliantly and to quality standards.
* Adhere fully to the company's Private Client Proposition.
* Work effectively within a team environment.
* Respond to referrals within the agreed SLA to demonstrate team commitment.
* Maintain appropriate CPD.
Preferred Experience:
* Research, analysis, interpretation, report writing, and file preparation.
* Strong written and verbal communication skills.
* Ability to work independently while contributing to team goals.
* Experience working with professional introducers.
* Achievement of QCA Level 4 minimum – essential.
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