Job Description

Our clients are rapidly expanding and to support the growth strategy and ambition we are now hiring Senior/Junior Financial Advisors to join the existing financial planning team.

This is a fantastic opportunity to join a market shaping business for Advisors who are passionate about delivering customer centric financial planning solutions.

The role requires someone who is self-motivated and whose priority is to place the interests of the client always to the fore. Relationship building is critical as this is seen as a corner stone to growing business and the retention of business. Forging strong relationships with the other teams within the company to help bring the brand and advice proposition to a wider audience.

Role & Responsibilities

• Primary goal as a Financial Planner is to achieve and exceed sales targets with a customer first approach and in a compliant manner.
• Service the existing book of clients to offer reviews of existing policies and identifying where you can add value for the client within their existing financial Plan.
• Identify and act on referrals.
• Complete and administer all DocuSign and work to get policies issued and a daily, weekly and monthly basis. In time if you are performing to an exceptionally high level we will look at administrative support to ease the burden.
• Maintain a high level of conversion of business sold (90%) whilst also maintaining exceptional customer service and any other stipulated KPIs as agreed with management.
• Complete high quality reviews with clients in order to advise and laying out a Financial Plan whilst adhering to all regulatory and compliance standards.
• Know and understand the consumer protection code and other relevant legislation by which the role is governed.
• Cooperation and adherence to CRM system and compliant client file upkeep.
• Manage ad hoc requests and general enquiries relating to your own personal contacts and any new leads.
• Maintain compliant up‐to‐date records within an existing filing system, whilst also referencing any interaction with clients on the CRM system. (All training to be provided)
• Contribute to the continuous improvement of administrative processes through feedback and cooperation with support staff.
• Maintain professional development and accreditation through tutorials and seminars.
• Report to management and support staff any activities, sales and meetings undertaken.
• Experience working with a spectrum of clients with varying advice needs from basic to complex.
• Manage workload to exceed customers expectations by producing work to the highest professional standard, representing the brand in the best way possible.
• Have established networks and business development channels.
• Collaborate with staff and management to ensure lead generation & referrals are maximised. This may involve workplace visits or presentations to drive lead collection.
• Be an effective team member of the Financial Planning team contributing to the development of the department business plan, while supporting each other in the achievement of KPIs. A Positive attitude/approach with an individual focus but Team awareness is a must.
• Use your initiative to identify potential opportunities and make recommendations that can be pursued to drive sales and improve service levels.
• Maintaining client relationships and scheduling appointment for 12-18 months in advance for your existing clients to enact the next part of their plan. A key responsibility of a successful Financial Planner is to coach our clients to their goals and regular meetings offer ongoing support and opportunity to review the plan.

The successful candidate should be able to demonstrate the following attributes:

• Be Dynamic and motivated - a good team player
• High level of credibility and experience operating as a Financial Planner
• Excellent communication and influencing skills with an ability to build strong effective working relationships with internal and external senior stakeholders.
• A strong drive for results and high standards with a track record of delivery.
• Initiative and drive with strong planning & organising skills are critical together with the ability to prioritise, to manage a wide agenda and to anticipate the implications of actions.
• Excellent technical knowledge.
• Solutions focused with excellent analytical and problem solving capabilities and an ability to identify and deal with an increasingly complex range of requirements.
• The ability to work calmly under pressure

Requirements:

• Ideally 1-5 years experience as a Financial Advisor qualified in the financial services industry.
• Proficient with digital solutions in delivering advice proposition Visualisation tools, DocuSign etc
• Excellent interpersonal skills, good ability to multitask and meet deadlines & commercial targets.
• Be comfortable developing new sources of business Self generated opportunity.
• Proficient in MS office packages; specifically, Excel and Word.
• Highly motivated with an ability to take ownership and with strong attention to detail