Financial Planner (Private Corporate)

Recruiter
Heat Recruitment
Location
Birmingham
Posted
10 Feb 2018
Closes
15 Feb 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Our client is looking for an experienced financial consultant to join them as they continue to build on their reputation of delivering a first class financial planning service to its clients on a nationwide scale

You will be offering your client's advice on a broad variety of products based on their best interests, finding the best methods to help them reach their goals purely on their lifestyle, financial goals and aspirations

Job Description

Cover a designated area offering a full financial planning service tailored to meet each client’s own specific requirements

Once you have had the chance to build a relationship with your client, got to know them, their financial goals and priorities, you will be in a position to put together a strategy to help them reach their individual aspirations

Offer advice to be best suited to meet the clients' needs. The financial services you will offer will include retirement planning, life insurance, income protection, critical illness, investments and inheritance tax planning

You will also advise company directors and shareholders on directors' share protection, key man insurance, staff benefit packages, corporate investment and business exit strategies

It is imperative that you look to build long term relationships with your clients, allowing you to adapt and review their individual strategies in line with their own requirements, aspirations and financial plans

Substantial leads are provided, where you will be required to present your products and services to both individuals and groups of up to 12 - 15 people, offering the chance to generate new business leads and to gain referrals

Experience and Requirements

  • The drive and determination to clutch this opportunity
  • You will have strong experience as an IFA, preferably with an active client bank
  • Proactive and continue to generate leads, referrals and introducer's
  • Full training is provided on group sessions
  • Central back office support will be provided together with training, compliance and research systems
  • You will be Diploma Qualified as a minimum

Synonyms: IFA, Financial Advisor, Wealth Planner

If this specific vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

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