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We are seeking an experienced individual who will be responsible for providing financial planning advice to existing clients and prospects of the firm, developing new business flows and providing a high quality advice service, which is compliant, technically sound and documented effectively.
Background and experience necessary:
Competent Adviser status with proven advisory experience.
Private client experience.
Smartly presented and articulate with the gravitas to communicate with truly high net worth sophisticated customers.
Candidates should demonstrate the desire to work within a fee based environment.
Candidates must have a sound knowledge of financial matters, UK/Global economy and financial products. Proven ability to generate new business and evidence of strong networking ability are essential. It is necessary that candidates know how to identify cross selling opportunities.
Principal duties and responsibilities:
Meeting and fact finding customers of the business and providing them with fee based independent financial advice.
Specific advice areas will be in the Retirement, Inheritance and Protection planning as well as Savings, Investment and general tax planning.
Preparation of proposal letters setting out clearly what is to be done and for what cost.
Preparation of advice letters/reports which are technically proficient.
Assisting the Investment Managers and Sales team in finding suitable customer referrals.
Attending both internal and external marketing events.
Close liaison with all of the Professional Services team.
Strong interpersonal and verbal/ written skills
Experience in Financial Planning
Very presentable and confident in facing clients
A hunger to succeed
Excellent presentation skills
This is a unique opportunity to work within a high quality entrepreneurial environment, alongside a team of highly experienced individuals who have a fantastic track record of winning business. Equity in the business will be available for the right candidate.
Internal Number: 6092460
eFinancialCareers is a career site specializing in financial services.