IDEX Consulting Ltd
Desk Based Financial Advisor
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Desk Based Financial Advisor
My client is currently looking for a Desk Based Financial Advisor to join their team in Wigan.
The successful candidate will deliver excellent financial planning, advice, and service to clients via a desk-based service model.
Job Responsibilities
- To provide holistic financial planning solution to private clients across the full suite of financial planning solutions.
- A focus on actively engaging with and reviewing existing clients to deliver our ongoing service proposition.
- A focus on New business development. With proactive client contacting to convert legacy clients to our ongoing service proposition.
- Maintain & nurture existing client relationships, identifying and fulfilling new advice needs where appropriate.
- Achieving revenue targets set by the business and regional manager.
- Proactively drive for cross-selling and referring business into other parts of the group.
- Generate new client enquiries and generate advice income from these.
- Undertake sales and marketing activity in line with local/regional/national plans.
- Ensure technical knowledge and general industry knowledge is always maintained.
- Delivery of a positive client service experience to ensure appropriate client outcomes, client journey, and client communication.
- Speed of response/turnaround time in accordance with service standards set out in procedures and clients kept appropriately appraised.
- Develop and maintain good working relationships with external professional connections to develop additional business opportunities.
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Education and Requirements
- Experience as a Financial Planner
- Cash Flow Modelling (preferable but not essential).
- Excellent standard of written and verbal communication.
- Technical competence across all areas of financial planning.
- Good decision-making skills.
- Analytical mind and excellent attention to detail.
- Excellent time management skills with an ability to work to deadlines.
- Ability to coach and provide feedback.
- Good technical knowledge and understanding of relevant regulations.
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Essential Qualification
- Diploma in Regulated Financial Planning (or equivalent)
The business offers a competitive basic salary with a very comprehensive benefits package and commission structure.
- Salary up to £55,000
- Client bank to inherit
- £10k bonus for managing the existing client bank!
- 35% bonus on new business!!
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