Full job descriptionA fantastic opportunity for either a Diploma or Chartered Adviser to join a growing, progressive Wealth Management firm, looking to further its presence in the Cookham/Maidenhaed area. You will have the opportunity to work with existing clients as well as being provided with new client opportunities via the firms lead generation software. It is a hybrid role covering Maidenhead and the surrounding areas. Client meetings will be carried out either remotely or face to face.
Key Responsibilities
*Understand your clients current and future financial goals
*Deliver your agreed fee income target
*Develop new business from new and existing clients
*Ensure clients are serviced in a professional and timely manner.
*Ensure advice is of the highest standard and in line with the Companies quality requirements
*Conduct in-depth reviews of clients financial circumstances.
*Represent the Company brand in a professional and courteous manner.
*Meet all the regulatory aspects of the role.
Key Requirements
*Minimum of Diploma in Financial Planning qualified
*At least 3 years experience as a Financial Adviser
*Excellent Interpersonal skills
*Ability to network and generate own clients
*Strong IT skills
*Provable track record of delivering agreed targets.
*Conducting research and preparing financial planning reports best suited to the individual clients’ requirements covering all areas of advice.
*Maintain CF30 status in accordance with the FCA regulations
Key Benefits
*Basic salary of £35000 - £65,000 if Diploma and £55,000 - £75,000 if Chartered
*100% paid for both new business and ongoing towards target
*Uncapped bonus earnings
*Car Allowance of £400 per month
*Access to new clients via lead generation software.
*Contributory pension scheme, along with Death in Service Benefits
*33 days holiday including bank holidays, with opportunity to buy/sell holiday
*Family Friendly policies.