Role
Due to expansion demands we are looking for a qualified Financial Advisor to join to join and growing business is Taunton. This is a great opportunity to join a highly successful organisation, where you will be provided with full training on the job and the opportunity to gain industry recognized qualifications.
My client offers bespoke high-quality advice on a wide range of financial services including retirement planning, investment planning, tax and estate planning and business advice.
Responsibilities:
*Provide expert financial advice on pensions, investments, and wealth management.
*Build and nurture strong client relationships to help them achieve their financial goals.
*Conduct virtual consultations using the latest technology.
*Stay compliant with FCA regulations while delivering high-quality service.
*Proactively develop new business opportunities through enquiries, referrals, and lead generation.
*Meet client demands, keep them up to date with progress, and engendering trust and respect.
*Aligning all processes with client service agreements.
*Creating and maintaining compliant client files where all communication is documented correctly.
Requirements:
*Successful candidates must have a full Diploma in Financial Planning Level 4.
*Must also have at least 12 months’ experience as a financial advisor with a good track record of providing excellent financial planning advice along with strong compliance and customer service.
*Having your own client base is not essential but would be advantageous.
*Suitable candidates must also be enthusiastic, proactive, technically competent with all Windows packages.
*You must be well presented and able to communicate effectively with clients. Networking will be necessary alongside attending company events when required.