Unify
Financial Adviser
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Key Objectives
To provide consistent service to clients through regular contact. Aim to attract additional investments and encourage new referrals. Bring in new clients, from marketing enquiries and the Central Enquiry Team.
This role will focus on North East London - East Anglia clients so must be able to cover these areas for client meetings.
Key Competencies
Planning and organising
- Planning, prioritising and organising work effectively.
- Managing yourself, others, resources, and time to reach a specific goal
Sales Skills
- Identifying sales opportunities from existing clients and also new enquiries be able to convert these into new fee-based reports and additional AUM.
Self awareness and self-management
- Realistically and clearly identifying your skills, experience, knowledge and other personal attributes, and conveying these effectively to others;
- Displaying confidence and resilience
- Demonstrable commitment to accountability and integrity
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Organisational awareness (Core)
- Understanding the company and your role within it, and how your own actions affect the wider business
Client focus (Core)
- Identifying, understanding and giving priority to meeting the needs of clients
Team work (Core)
- Being able to work effectively with others;
- Taking actions which respect the needs and contributions of others
Communication (Core)
- Expressing ideas effectively, both verbally and in writing, in individual and group situations, adjusting language, terminology and non-verbal communication as appropriate
Influencing
- Developing and using a range of strategies to influence and persuade others, in order to gain acceptance and commitment
Innovation and change
- Recognising and responding positively to the need for change, and seeking out opportunities to fulfil the need for change;
- Creating and harnessing ideas and opportunities to achieve the company’s goals
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Performance focused
- Knowing how to get the work done most effectively and consistently delivering a high-quality service in good time
Experience And Qualifications ESSENTIAL
- Strong sales skills to win and retain clients.
Competency level
- Demonstrable ability to use and adopt the necessary digital devices, services and systems provided by the organisation.
- Industry qualifications commensurate with the role. Level 4 diploma as a minimum entry level and ideally Level 6 Chartered status.
- The ideal candidate will have experience in the Private Client Manager role to act as a foundation for providing the level of service expected for our top clients. Or have external knowledge built up in a similar role in the financial markets.
- Sufficient knowledge of the products and tax structures.
- A proven track record of success in selling, and winning new clients from new enquiries.
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