Independent Financial Adviser (HNW) – Somerset
Salary: Negotiable with excellent bonuses and benefits
Location: Somerset
Our expanding client are looking to add to their financial planning team, following progressive and defined growth they now have an excellent opportunity for a high calibre financial advisor to join their established team to push the business forward and expand the business further.
The existing team is highly experienced and are focused on delivering excellent results for clients (both personal and corporate).
Duties and Responsibilities:
To Provide high level financial advise and consultancy service to an existing client bank of high value personal and corporate clients with the full administration support from a team of dedicated paraplanners and sales support professionals
Manage existing and develop new client relationships proactive from initial enquiry to securing ongoing business
Respond quickly and efficiently to Client enquiries and needs
Be personally responsible for providing high quality advise for clients
Actively market and develop the business by cross selling, development of new clients and securing recurring / ongoing work from clients
You should be committed to providing quality advice and solutions through knowledge of UK financial products and services, so clients can manage their affairs in the most effective way
Skills:
You should be FPC / CEFA qualified with Competent Advisor Status
Have a full understanding of currently available UK Financial Products and Services
Have the ability to quickly establish rapports with clients, manage expectations, delivery and be commercially aware
Have a skill set that includes good level communication, organisational, management, development and IT Skills
Excellent client handling skills; ability to establish rapport quickly, creation of trust, management of expectations, delivery and responsiveness
Excellent organisational skills
