Independent Financial Adviser - Clients Provided
other jobs mbf.
Added before 10 Days
- England,South West,Devon
- full-time
- £45,000 - £55,000 per annum
Job Description:
Our client is a leading firm in the centre of Exeter, they are renowned for their commitment to excellence and integrity across both Financial Planning & Accountancy services. With a strong track record of success and dedication our client provides personalised solutions to a diverse range of clients across the South West of England.
The Role: As an Independent Financial Adviser, you will play a pivotal role in providing comprehensive and unbiased advice to an existing book of clients. You will have the opportunity to work with a large client base and receive regular leads passed across to you from the inhouse accountancy partners, ensuring a steady stream of opportunities to grow your client book.
Key Responsibilities:
* Provide holistic financial advice tailored to the unique needs and goals of each client.
* Build and maintain strong relationships with clients, earning their trust and confidence.
* Collaborate closely with in-house accountants to leverage their expertise and provide integrated solutions to clients.
* Stay updated on industry trends, regulations, and best practices to ensure the highest level of service and compliance.
Requirements:
* Minimum of 2 years’ experience as a financial adviser, preferably in an independent capacity.
* Demonstrated track record of success in building and managing client relationships.
* Strong knowledge of financial products, investment strategies, and retirement planning.
* Excellent communication, interpersonal, and problem-solving skills.
What’s on offer:
* A dynamic and supportive work environment with opportunities for professional growth and development.
* Competitive compensation package with performance-based incentives.
* Access to a large client book and regular leads to support your business development efforts.
* Collaboration with experienced in-house accountants to enhance client service and drive business growth.
The Role: As an Independent Financial Adviser, you will play a pivotal role in providing comprehensive and unbiased advice to an existing book of clients. You will have the opportunity to work with a large client base and receive regular leads passed across to you from the inhouse accountancy partners, ensuring a steady stream of opportunities to grow your client book.
Key Responsibilities:
* Provide holistic financial advice tailored to the unique needs and goals of each client.
* Build and maintain strong relationships with clients, earning their trust and confidence.
* Collaborate closely with in-house accountants to leverage their expertise and provide integrated solutions to clients.
* Stay updated on industry trends, regulations, and best practices to ensure the highest level of service and compliance.
Requirements:
* Minimum of 2 years’ experience as a financial adviser, preferably in an independent capacity.
* Demonstrated track record of success in building and managing client relationships.
* Strong knowledge of financial products, investment strategies, and retirement planning.
* Excellent communication, interpersonal, and problem-solving skills.
What’s on offer:
* A dynamic and supportive work environment with opportunities for professional growth and development.
* Competitive compensation package with performance-based incentives.
* Access to a large client book and regular leads to support your business development efforts.
* Collaboration with experienced in-house accountants to enhance client service and drive business growth.
Job number 1136811
metapel
Company Details:
mbf.
mbf. was originally established as an agency which wanted to differentiate itself from the norm. In 2012 our business was set up with the primary focu...