Job description
I'm working with a successful wealth management firm who are looking for a Desk-Based Financial Advisor to join their dynamic team in Bromsgrove. The business are in the midst of an exciting growth trajectory due to their continued success and unlike much of their competition, they have an impressive route for progression.
The ideal candidate will:
1. Hold CAS - or be working towards
2. Level 4 diploma qualified
3. Experience using Microsoft Word and Excel and databases
4. Desire to be a successful Financial Planner
Responsibilities involve:
5. Look after a client base that will be given to you
6. Generate new client enquiries and generate advice income from these
7. Convert the client leads
8. Undertake sales and marketing activity in line with local/regional/national plans
9. Work to achieve or exceed annual new business revenue target
10. Provide expert independent advice to designated clients
11. Maintenance of 'fit and proper' status through continuous professional development, suitable development opportunities and maintenance of SPS
12. Ensure that client advice and reports are compliant with company processes and regulatory requirements
13. Use standard template documentation approved by the company
14. Ensure technical knowledge and general industry knowledge is always maintained
15. Develop and maintain good working relationships with external professional connections (ensuring appropriate agreements in place) to develop additional business opportunities
This role would suit someone who is currently a Desk-Based Advisor or someone who works in back office support, mortgage advisory or of a similar field.
Perks - The company provides a variety of benefits, including private medical insurance, generous annual leave, sick pay, 5% pension contribution, birthday's off and much more.