Overview
Join to apply for the Financial Advisor role at Sahasraa Solutions. Our client is seeking an experienced Financial Advisor in Burgess Hill / Brighton to join their team and benefit from an employed package with bonuses on all new business written, existing clients to takeover servicing, additional leads, full back office support and fully independent advice offering. This is a home-based role with remote working, including telephone and video interaction with clients. While you should aim to meet clients in person when possible to deepen relationships and develop referrals.
Responsibilities
* Build long-term client relationships with a growth focus to identify and develop new business through new and existing clients.
* Manage a healthy portfolio of existing clients with the aim to retain, service and grow it further.
* Engage with professional introducers, generate referrals, participate in lead generation activities, work with corporate clients and/or leverage social media resources as appropriate.
* Conduct in-depth reviews to understand clients’ current and future financial goals and objectives.
* Formulate appropriate financial strategies with back office support, advising on pensions, savings, investments and other financial needs.
Qualifications
* Full Level 4 Diploma in Financial Planning or equivalent.
* 5+ years experience as a Financial Advisor (ideally with CAS status).
* Proven track record in growing a client bank through proactive activity.
* Client-centric approach with dedication to doing the right thing for clients.
* Excellent interpersonal skills, approachability, professionalism and good IT skills.
Support and Benefits
* End-to-end in-house admin and paraplanning support; ongoing learning and development culture.
* In-house marketing team support.
* Salary of £50,000 – £75,000 subject to experience and qualifications; higher may be considered on a case-by-case basis.
* Remuneration package includes car allowance, generous bonus structure, mileage reimbursement, 6x DIS, 25 days holiday plus bank holidays, birthday off, 1 paid day for charitable work, discounted financial advice, retailer discounts, MediCash, and remote GP access.
* Home-based role with travel to meet clients in person and use of regional offices; self-employed option available if preferred.
Location
Burgess Hill / Brighton
Employment type
* Full-time
Seniority level
* Mid-Senior level
Industry
* Investment Advice
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