Premier Financial Adviser
Premier Financial Adviser
Location: Plymouth
MINIMUM REQUIREMENTS: Level 4 Diploma
£Negotiable + Bonus + Benefits
THE COMPANY
Premier Financial Adviser | Plymouth
Our client one of UK's premier banking groups are actively seeking a number of Premier Financial Advisers who will be based within Wealth Management. The role of the Premier Financial Adviser is to manage the key relationships with HNW Premier clients of the bank.
The role of the Premier Financial Adviser is to manage the relationship with Premier clients where professionalism, client focus and an expert understanding of financial planning and wealth products are critical to the success of the business. The successful candidate has the responsibility to acquire, develop and deepen relationships with a portfolio of Premier clients.
Responsibilities will include:
Delivering a consistent and tailored wealth management service to Premier clients
Developing long term, in depth relationships with clients
Acquiring new clients with proactive strategic planning to maintain and grow
Leading Premier activities to ensure opportunities are identified and client needs are met effectively, maximising all available resources
The Premier Financial Adviser is a regulated CF30 position with the FCA.
Candidates will need to hold current CF30 or previous CF30 function in the last 6 months.
The ideal candidate for this role will have:
Knowledge of wealth products
Experience working in financial services advisory
Diploma CII (or equivalent QCF RDR level 4 qualification) and hold Competent Adviser Status (CAS), Statement of professional standards
Valid UK driver's license
Travelling required for this role, i.e. travel required with the allocated coverage area of region
A desire to find ways to continually improve the service delivered to customers
Excellent written and spoken communication skills with experience of successfully influencing others, negotiating effectively and winning over audiences with compelling and persuasive presentations
Acted as a strategic advisor to customers, having established and built valuable long-term relationships with significant customers
A track record of successfully identifying and developing significant/complex business propositions, that attract and entrench customers in a fair and ethical way
The Benefits:
*Bonus scheme
*Group Profit Share
*Town Allowance
*Company Car
*Private Medical Insurance
*Pension Scheme
*Free Life Assurance Scheme
*Holidays
*Flexible Benefits
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