Telephony Financial Adviser - Redhill

Integrity Resource Solutions
Redhill, Surrey
17 Jul 2017
16 Aug 2017
Contract Type
Full Time

Do you hold the DipFA Level 4 qualification with aims of achieving chartered status?

Do you have the ability to deliver a holistic client financial planning experience?

Do you have strong business development skills, and the ability to communicate concisely at all levels?

Our client are a leading UK merchant banking group, holding over 40 years' experience in Wealth Management with a solid industry reputation. Due to continued growth and success, they are now seeking a telephony-based Financial Planner for their Redhill practice.

The successful applicant shall have the opportunity to plan, implement and execute the annual Business Plan in line with agreed individual targets, acquiring new clients, growing initial and ongoing revenues and cumulative AuM.

The ideal candidate must have:

  • Minimum of diploma or equivalent Level 4 and desire to work towards Chartered status if not attained already.
  • Excellent business converter, leveraging existing contacts, referrals and incremental business from existing clients.
  • Ability to deliver a holistic client financial planning experience.
  • Strong IT literacy & the ability to work across a range of systems.

For your efforts, my client are willing to offer a competitive salary & attractive benefits package.

Please apply via the Reed link!