Telephone based Financial Planner

Recruiter
Reward Recruitment
Location
Leeds
Posted
07 Feb 2018
Closes
16 Feb 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Telephone Based Financial Planner

Leeds

In the region of £40,000 basic with uncapped OTE

Our clientis looking to recuit an experienced and CAS IFA to join their expanding practice, with a surplus of enquiries and leads being offered.

Duties:

  • Providing advice for clients while ensuring the best possible client journey and customer outcome.
  • Supporting the wider team where needed.
  • Establishing contact with potential clients to provide an outstanding customer service experience through our advice process, in line with the individual’s objectives and circumstances.
  • Analysing a client’s circumstances and financial objectives to establish suitable solutions for their differing needs.
  • Providing clients with comprehensive verbal and documented recommendations, in line with best practice.
  • Proactive and timely contact with clients.
  • Meeting business revenue expectations and promoting the company as the UK’s premier Wealth Management service.
  • Ensuring records are kept appropriately and in line with our record keeping and file quality requirements.
  • Developing appropriate relationships with providers and our wide referral network is a must.
  • Ensuring that competence to provide advice is maintained and a programme of CPD is undertaken and documented.
  • Other ad-hoc duties as and when required by the business.

Required:

  • Holding QCF/Lvl4 diploma qualifications in financial advice (such as the CII Diploma or equivalent), up to date 'relevant’ CPD and recent examinations to ensure knowledge has been kept up to date.
  • Hold a Statement of Professional Standing (SPS) by an FCA accredited body (such as the CII).
  • The ability to work on own initiative whilst fitting in to a vibrant and enthusiastic team environment.

Apply:

Please send your CV immediately to Stuart at Reward Recruitment Limited or contact him for a discreet and confidential chat in relation to your career requirements.

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