Independent Financial Advisor

Recruiter
Anonymous
Location
Poole
Salary
70000.00 - 75000.00 GBP Annual + GBP70000 - GBP75000/annum Benefits
Posted
16 Mar 2017
Closes
13 Apr 2017
Category
Accounting
Contract Type
Permanent
Hours
Full Time
Role: Independent Financial Advisor
Location: Poole
Salary: GBP75,000
Excellent Benefits: Pension, Income protection, Life cover, Season ticket loan, Flexi benefits plus more

Would you like to work for a Top UK professional services firm in the Poole office? They are looking for an Experienced Financial Planning Manager/Senior Manager to join their team. This role will require working closely with the Financial Planning Partner and other members of the Southern Financial Planning team, to deliver a high quality service to existing and assist in winning new clients and contributing in the development of the Private Client Services.

Job Responsibilities:

* Manage a portfolio of existing Clients
* Comply with the Training and Competence Scheme
* Provide high quality advice to a portfolio of clients, ensuring that planning opportunities are identified and, where appropriate, pursued
* Provide financial planning advice to clients
* Securing new business to a high level
* Maintain an up to date technical knowledge of personal tax and financial planning and related matters
* Deal with ad hoc client advisory and planning issues as they arise on the client portfolio
* Involvement in business development internally and externally

Key Competencies:

* Diploma qualified as a minimum, ideally Certified Financial Planner and Chartered Financial Planner
* Practical experience of using specific office systems
* Team player with excellent communication skills both oral and written
* Adaptable, organised with a commercial approach
* Ability to exercise judgement and work without close supervision
* Ability to proactively manage existing client relationships and to develop new relationships
* Ability to generate creative solutions to problems
* Ability to demonstrate an understanding of risk management issues
* Ability to contribute to business proposals and to bring opportunities to the attention of the Managers

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful