Posted in: Finance in East Midlands | Posted: |
Financial Advisor
* Are you an experienced Financial Adviser?
* Do you want to work for a well established business?
* Do you want career progression opportunities?
If so, APPLY NOW!
Due to continued expansion we're recruiting an experienced Financial Advisor to join our Mansfield based client on a Permanent basis.
Job Duties:
* Actively manage a portfolio of clients, providing excellent service and identifying further opportunities through understanding the client’s needs.
* Proactively grow, manage and retain clients, by developing new business opportunities.
* Identify opportunities to grow revenue through upselling or cross selling to current client bank.
* Actively manage all leads passed from business and professional introducers.
* Identify and maximise new sales opportunities.
* Attend relevant industry events and identify new business opportunities.
* Deliver presentations to potential introducers and employees outlining proposition and service.
* Manage the annual review process ensuring compliance.
* Maintain accurate management information and data relating to client contact strategies.
* Generate appropriate monthly reporting, information, and statistics.
* Adhere to compliance standards in all processes, including Treating Customers Fairly.
* Manage activities and administration, demonstrating best practise, that will meet or exceed regulatory requirements.
Requirements:
* Minimum requirement: Level 4 qualification in financial advice recognised by the Financial Conduct Authority
* Ability to plan, organise and prioritise workload effectively.
* Demonstrates change management leadership skills.
* Manages complex relationships.
* Able to adapt communication style.
* Commercially driven decision-making.
Salary: £40,000 - £50,000 Per Annum.
This is a Full time, Permanent position