Due to continued growth, our client is looking to recruit a Financial Adviser to join their team.
They are a well established, family owned business, who pride themselves on having an excellent collaborative working environment.
Comprehensive cashflow forecasting is central to their client proposition, with a ‘client outcome’ focused approach.
Role will be predominately located in their Uphill Lincoln offices, with some WFH and out of office meetings.
This is a great opportunity to join a growing, dynamic and forward thinking Wealth Management firm that puts client outcomes and staff welfare at the centre of their working model.
Key duties:
- Contacting existing and/or potential new clients to offer financial planning services.
- Conducting in-depth reviews of clients’ financial circumstances, current provision and future aims.
- Research and analysing information with which to design financial strategies and prepare proposals to best suit individual clients' requirements.
- Completing analyses of clients’ attitude to risk in accordance with their financial planning decisions.
- Reviewing and responding to clients’ changing needs and financial circumstances.
- Providing clients with information on new and existing products and services.
- Communicating with other relevant professionals in relation to clients’ circumstances.
- Keeping up to date with legal, taxation and regulatory legislation as appropriate and maintaining professional and technical knowledge of St. James’s Place products and services.
- Liaising with clients in relation to changes to legislation that may affect their savings, investments or plans.
- Business development & achievement against key performance indicators.
- Meeting the regulatory aspects of the role.
- Participating in regular team meetings.
Candidate profile
- Level 4 Diploma Qualified
- Someone who is looking to progress their career in financial services, who wants to work for a company where your ideas are listened to, and you have more autonomy.
- Maybe you have a background in high street banking and wish to have more of a genuine client focus, rather than product focus.
- You will already have relevant industry qualifications or be happy undertaking comprehensive ‘Adviser Academy’ training, whilst being mentored by Chartered Financial Planner with over 20 years advice experience.
- History of meeting and exceeding new business targets
- Eager to learn
- Collaborative worker
- Self-motivated
- Excellent Organisation Skills
Essential:
- Team worker
- Client Focused
- Displays Honesty & Integrity
- Competent with Office 365
- Self-motivated with good time management skills.
- Discretion and an understanding of the need for client confidentiality.
- Highly organised - maintaining client records, technical and compliance requirements.
- Committed to continuous technical and professional development, ensuring that knowledge and skills remain current
- Ethical and professional approach to work.
- Driving Licence & Transport
Package:
- Salary range: £40,000 - £50,000 depending on experience & qualifications
- Highly Competitive Bonus Scheme, with uncapped potential earnings
- 10% Pension matching
- Private Medical Insurance
- Death in Service (5 x Salary)
- Long Term Income Protection (Sickness cover)
- 23 days holiday + 8 Bank Holidays (plus your Birthday off each year)
- Support with further qualifications e.g. Advanced Diploma/Chartered (paid for by company)
- Support to transition to Self Employed model if desired, with ability to build own business capital value
- Parking space in uphill Lincoln (available 7 days per week)