Business Development - Financial Planner

Nelson Scott
London, South East England
22 Jul 2017
21 Aug 2017
Contract Type
Full Time

To provide financial planning advice to new and existing clients within this premier Investment and Wealth Manager , for less complex financial planning needs and to take an active role in business development activities for the firm.

• Targeting the acquisition of new clients for the Firm through Business;
• Development activities; pro-actively representing the business and taking the initiative to meet new potential clients;
• Contacting clients that are currently unengaged with their service, rebuilding the relationship through financial planning advice;
• Work with investment managers to identify opportunities for existing clients;
• Actively refer clients and prospects to other services and specialisms offered by this Wealth Manager
• Service clients on an ongoing basis, conducting annual reviews and ensuring that the client remains on track to achieve their objectives;
• Carry out all activities in a compliant manner in line with internal procedures and regulatory requirements.

• Ability to empathise with the client and build rapport
• Interest in building client relationship to deliver assets to the firm
• Great interpersonal skills and good communicator
• Full commitment to deliver excellent client service
• Ability to build and utilise a network of contacts for the benefit of the business
• Good financial planning knowledge and ability to deliver advice in an understandable manner to clients

• Educated to degree level or equivalent
• Minimum of Level 4 qualification (Diploma in Regulated Financial Planning or equivalent)
• Previous experience in financial planning
• Previous Financial Services Sales or relationship management experience preferred
• Previous client facing experience preferred