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Our client is a Chartered boutique IFA, multi-award winning, and expanding their team by adding an experienced, Chartered Financial Advisor.
You should have 3+ years of financial planning experience, advising clients, with a proven record of winning new business and developing introducer relationships. You will take over existing clients and build upon these relationships. The Financial Planner will also participate in making investment management decisions.
Key Contributions and Outputs
1. Developing and maintaining client relationships to sustain business flow and meet KPIs.
2. Developing and maintaining internal relationships to support business targets.
3. Enhancing the business profile within the profession and wider communities.
4. Providing tailored financial advice to clients based on their individual needs.
5. Engaging in continuous professional development to meet regulatory and personal growth requirements.
6. Conducting business responsibly and compliantly, adhering to all legislative requirements internally and externally.
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