Role signals
Sales
About this role
ARE YOU AN EXPERIENCED FINANCIAL PLANNER WHO'S LOOKING FOR A NEW CHALLENGE? ARE YOU LOOKING FOR AN ENVIRONMENT THAT CAN PROVIDE YOU WITH DEDICATED FIELD SUPPORT AND ACCESS TO HNW CLIENTS?
If you've answered 'yes' to any or all of the above, then you are EXACTLY who I am looking for!
Requirements
Responsibilities
- Provide Financial Planning support to clients
- Provide full holistic financial advice to a varied range of clients
- Support investment professionals to cultivate client relationships
Skills
- Understanding complex information
- Analysing financial data
- Team building
- Collaboration
- Consistency
- Proficiency
- Professionalism
- Adaptability
- Research and analysis
- Client confidentiality
- Listening and communication
- Record keeping
- Diploma in Financial Advice
- Some Industry Sales experience
- Strong understanding of the investment business
- Excellent interpersonal skills
Qualifications
- Diploma in Financial Advice
- Some Industry Sales experience
- Strong understanding of the investment business
- Excellent interpersonal skills
Benefits
- Full Administration Service
- Full Paraplanning Support
- Development support to achieve Chartered status
- Client provided
- Salary range £40,000 to £50,000