The Role:
- Onboarding new clients and managing own pipeline
- Assessing and analysing clients financial circumstances
- Attending client meetings regularly
- Making recommendations and providing solutions to clients requirements
- Managing implementation of product recommendations
- Ensuring all work meet agreed standards and are compliant
- Must have QFA designation, RPA / CFP qualifications are desirable
- 3+ years experience in a financial planning / sales role
- Ability to work on own initiative and independantly
- Strong nowledge of investments, pensions, protection, and savings products
- Proficiency in Microsoft Office, Excel, and Microsoft Outlook
- Flexible and adaptable approach to daily tasks
- Knowledge of Wealthtrack and / or Voyant would be an advantage