Financial Adviser

Recruiter
IT GLOBAL (UK) Limited
Location
London
Salary
40000.00 - 45000.00 GBP Annual
Posted
17 Mar 2017
Closes
24 Mar 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time

Job Description:

Leading the process of building company's South Asian and Middle Eastern client base focusing on Identifying potential clients from these respective origins, as well as other domestic prospects.
Will primarily be dealing with UK-based Indian and South Asian client base on regular basis and therefore should have a good knowledge of languages other than English (Hindi, Tamil, Malayalam, Urdu) would be preferred.
Should have an established introducer relationship that yields regular referrals every month from client interaction

Key Attributes:

Speaking with clients about their finances and plans and understanding their financial requirements and responsibilities
Researching financial products and explaining them to clients
Negotiating with providers of financial products
Producing financial reports
Updating clients about their investments
Meeting performance and sales targets and keeping up to date with new products and law changes
Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises;
Conducting in-depth reviews of clients' financial circumstances, current provision and future aims;
Analysing information and preparing plans best suited to individual clients' requirements;
completing risk analyses;
Researching the marketplace and providing clients with information on new and existing products and services;
Designing financial strategies;
Assisting clients to make informed decisions;
Researching information from various sources, including providers of financial products;
Reviewing and responding to clients changing needs and financial circumstances;
Liaising with head office and financial services providers;
Communicating with other professionals, such as estate agents, solicitors and valuers;
Keeping up to date with financial products and legislation;
Producing financial reports;
Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments;
Meeting the regulatory aspects of the role, eg requirements for disclosure, costs of the services provided and also the advised products.
Consistently meet challenges in a fast-paced environment of changing priorities and circumstances, maintaining own position and decision making capabilities while supporting others when required.

Skills Required:

Business Relationship and Process Management
Client Relationship Management
Strong Written and Interpersonal Skills
Record Keeping and Data Management
Financial Information - Analysis, Research, and Interpretation
Portfolio Management
Valuation and Forecast Reporting
Sales Negotiation and Report Writing
Proficiency in written and spoken South Asian languages, especially Hindi, Tamil, Malayalam

Qualifications:

Chartered Institute for Securities & Investment (CISI) - Investment Advice Diploma; or Chartered Insurance Institute (CII) - Diploma in Financial Planning;
Degree in related technical/business area (Masters degree distinct advantage), and/or equivalent work experience
Typically requires 2+ years financial planning and related experience working in the financial and investment sector, in a fast and challenging environment

THIS IS A 4 WEEK POSTING AND FINAL APPLICATION DAY WILL BE 1ST APRIL 2017