Financial Planning Advisor recruitment
Role Description
Deliver excellent customer service to our existing clients
Conduct comprehensive reviews of the current financial provisions and future requirements of our existing clients
Plan your weekly activity to achieve a high number of client appointments balanced with an efficient management of all associated administrative and compliance paper work
Research the market to ensure that your recommendations are based on a thorough analysis of the product offerings of the various providers
Produce comprehensive, professionally produced proposals, based on client needs, which constitute best advice for clients
Proactively attract new clients
Achieve all sales and persistency targets
Ensure that all business is conducted in a wholly compliant manner
Skills Experience
Full QFA qualification
At least two years experience within a similar role
A comprehensive knowledge of the Financial Services Market, and more particularly, the life assurance and pensions industry
Proven ability to conduct thorough financial reviews
Strong product knowledge particularly in life assurance and pensions
Highly motivated with a proven ability to work on your own initiative
Excellent planning and organisational skills
Professionally credible, particularly with high net worth clients
Tenacious, with an ability to work under pressure of achieving targets
Strong attention to detail and a track record of fulfilling all compliance requirements