Financial Advisor

Financial Advisor 

• Are you an experienced Financial Adviser? 
• Do you want to work for a well established business? 
• Do you want career progression opportunities? 

If so, APPLY NOW! 
Due to continued expansion we're recruiting an experienced Financial Advisor to join our Mansfield based client on a Permanent basis. 
Job Duties: 

• Actively manage a portfolio of clients, providing excellent service and identifying further opportunities through understanding the client’s needs.
• Proactively grow, manage and retain clients, by developing new business opportunities.
• Identify opportunities to grow revenue through upselling or cross selling to current client bank.
• Actively manage all leads passed from business and professional introducers.
• Identify and maximise new sales opportunities.
• Attend relevant industry events and identify new business opportunities.
• Deliver presentations to potential introducers and employees outlining proposition and service.
• Manage the annual review process ensuring compliance.
• Maintain accurate management information and data relating to client contact strategies.
• Generate appropriate monthly reporting, information, and statistics.
• Adhere to compliance standards in all processes, including Treating Customers Fairly.
• Manage activities and administration, demonstrating best practise, that will meet or exceed regulatory requirements.

Requirements: 

• Minimum requirement: Level 4 qualification in financial advice recognised by the Financial Conduct Authority
• Ability to plan, organise and prioritise workload effectively.
• Demonstrates change management leadership skills.
• Manages complex relationships.
• Able to adapt communication style.
• Commercially driven decision-making.

Salary: £40,000 - £50,000 Per Annum. 
This is a Full time, Permanent position.