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Financial Advisor

Location: CENTRAL LONDON, LONDON, UNITED KINGDOM Salary: 30,000-45,000 GBP (UK Pounds) Per annum, inc Benefits
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: 7
Posted: 2 months ago Reference: X3-366937

Financial Advisor - Private Wealth - London - 30-45k


The purpose of this role is to provide holistic financial advice to prospective and existing private clients based on their financial requirements.
You will be responsible for generating business by networking, responding to incoming enquiries, arranging client meetings, conducting comprehensive fact finds and presenting the most appropriate financial advice for your clients.
This role specialises within our Private Wealth division where our clients are individuals of varying net worth value who are looking to plan in order to secure their financial futures.

Experience and Skills
Diploma Level 4 qualified
Proven track record of working as a Financial Adviser
Be motivated and driven to exceed business targets

Responsibilities
Provide holistic financial planning to prospective and existing clients
Compile accurate investment reports that reflect client requirements and meet internal business standards
Undertake regular fact-finding, presentations and service review meeting with clients
Maintain and ensure client files are kept up to date
Strive to recognise new business opportunities
Follow up on all enquiries in a timely manner
Generate a business pipeline level sufficient to meet your business targets
Ensure on-going continuous professional development

 

 

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