The Company
An extremely ambitious and growth orientated IFA firm with multiple sites across Yorkshire are now looking to add an experienced Financial Planner to cover a South Yorkshire patch. The need to hire is focused on the initial inheritance, and subsequent servicing of a private wealth focused client bank (circa £17m AUM) with a focus on building new business opportunities around that.
- Office Location: Sheffield
- Working Setup: Hybrid/Flexible
Package
£40-50k base + 20-30% new business bonus & full company benefits
Key Benefits
- Flexi-benefits including Pension, PMI, DIS, CI Cover and flexible mat/pat leave
Holidays
The Role
To deliver quality financial planning and wealth management to existing private wealth clients, whilst developing new business via warm, in-house lead opportunities. Duties include:
- Qualifying new leads that are received by the business through various sources.
- Providing a holistic financial planning service to all clients who fall within our target market.
- Ensuring that the client file including Fact Find, Adviser meeting notes and associated documents are fully and comprehensively complete.
- Working collaboratively with support staff to ensure work in progress is completed within the specified timescales and is wholly accurate, guaranteeing clients always receive a high standard of advice and care.
- Providing support and training to educate and guide other staff members.
- To assist with company, focus group projects, providing technical expertise as required.
- Ensuring processes and workflows are followed
- Maintaining your daily task organiser, planning your workload, ensuring deadlines are met.
- Delivering an efficient, friendly, and professional service for all clients, providers, professional partners, and visitors.
- Looking for new business opportunities to enhance your own client base. This will include working with external professional partners, encouraging client referrals and networking to raise brand awareness.
The Person
You must be QCF level 4 Diploma qualified (minimum), hold CAS and hold private wealth focused advisory experience. The role will suit someone looking for a client-centric, service biased role yet is motivated by developing new business development and onboarding AUM which will result in enhanced earnings. Are you wanting:
- An client-base to inherit/service coupled with business opportunities to drive earnings?
- An opportunity to impact your earnings via new business generation and service levels as part of a young, professional and highly aspirational advice business?
