Financial Advisor / Financial Planner – Islamic Fund recruitment

Islamic Private Equity Banking

General Summary:
The core function of the successful candidate will be to build and execute sales budgets and plans to achieve sales targets by designing and implementing strategy and plans to increase sales and build the client base.

Qualification Experience:
Degree/Diploma in Financial Planning (Should be a certified Financial Advisor, recognised by the FSA)
Experience of sales in selling Financial Products
Should be familiar with the broad range of investment and retirement savings options including the UK Financial Services Regulations, Personal Taxation Ethical Investment Risk Financial Protection and Retirement Planning.
Should have an understanding of the fundamental concepts of socially responsible investment.
Should have a history of building strong relationship and a proven sales track record
Good working knowledge of MS Excel and Word and good general computer literacy.
Should have valid UK drivers license

Job Requirements: Key Performance Areas of the candidate would include to:
Working independently and with colleagues to:

Promote the company brand of collective investment schemes within the UK as a savings vehicle of choice either directly or via a retirement savings option such as an ISA.
Application of the full advisory role to retail clients including a full needs analysis and financial planning as and when required by the clients.
To ensure that the group's commitment to customer service is met by demonstrating competence at all stages of the financial advisory process and operating at all times within the framework of the law.
To ensure the Group's quantitative regulated and relevant non-regulated sales targets are met on an individual and branch level.
To be responsible for effective lead generation with potential brokers, Independent Retail clients to ensure sufficient new business delivery levels.
To ensure all associated administration is completed in an effective manner to meet the group's compliance and regulatory requirements.
To ensure that the weekly and monthly reporting is done to the management (including Monthly budgets/targets/compilation of statistics including internal and market analysis/preparing forecast and setting up implementation strategies)

Personal Attributes:
Professional in character, dress and manner.
Strong personality to be able to tackle difficult and sensitive situations.
Strong communications skills in both written and verbal in English
Strong presentation skills with the ability to sell effectively.
Ability to establish new, and manage relationships.
Driven and personally motivated to succeed.
Creative, innovative with excellent problem solving skills.
The ability to meet pressurized deadlines is essential.
Should be enthusiastic and a team player
Willing to take instruction and be able to apply initiative
A candidate seeking job stability and development over medium to long term with a clear career focus in the financial services sector