Financial Advisor
Posted 15/05/2024 by Elate Staffing Solutions Ltd
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.
- Type:
- Permanent
- Start Date:
- ASAP
- Contract Length:
- Permanent
- Contact Name:
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- Telephone:
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- Job Reference:
- Financial Advisor
- Job ID:
- 221655984
- Applications:
- Less than 10
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