Independent Financial Advisor

Job Description

As a Independent Financial Advisor, you must have the ability to manage client relationships and generate new opportunities. You will also have to maintain a proactive and positive working environment, contributing to pulling the team towards shared goals and targets as well as your own.

Qualifications required

·         Educated to degree level or equivalent

·         Minimum RQF Level 4 e.g. CII Diploma in Regulated Financial Planning or CISI Investment Advice Diploma or equivalent.

Essential skills and experience

·         Independent Financial Advisor or private banking experience with an ability to manage client relationships and generate new opportunities.

·         You must approach your business with integrity, client focus and willing to follow the company’s mission statement.

·         You must be ethical with strong written and verbal communication skills.

·         You must be smart, entrepreneurial and driven with a passion to succeed.

·         You must be able to work autonomously with the ability to use your own

·         initiative while having a support framework to point you in the right direction.

Key responsibilities

·         Generate new business opportunities through client acquisition strategies

·         Contribute to the success of the business by developing client relationships and gaining referrals where possible

·         As an adviser your primary responsibility will be to ensure that the firm's clients receive the highest level of financial advice and ongoing service

·         Increase income for the business by converting new leads and business opportunities

·         Provide a first class level of customer service at all times that exceeds the client's expectations

·         Consistently comply with legislative, financial, procedural and quality requirements

·         Maintain a proactive and positive working environment, contributing to pulling the team towards shared goals and targets as well as your own

·         Stay informed of the latest industry changes and updates, desire to continue self-development

·         Report where requested to Senior Management in a timely and effective manner