Financial Adviser

Search Consultancy
09 Mar 2018
18 Mar 2018
Contract Type
Full Time

Employed Financial Adviser, no clients needed.

Excellent base salary, based in Kent.

Ideally previous IFA experience.

To build new client relationships
* To maintain and develop existing client relationships through effective ongoing service to help minimise attrition, and to deliver new client instructions and client referrals as a result of satisfied clients
* To deliver suitable, tailored, personalised wealth advice
* To achieve and maintain professional competence as defined within the Company's Professional Standards Framework
* To manage existing client base and prospect resource on an ongoing basis
* To ensure clients have the right asset allocation to achieve their financial objectives with the minimum level of risk
* To ensure all client portfolios are reviewed at least annually in line with clients' changing risk attitudes and strategic requirements
* Proven ability to deal with new and existing clients on a fee basis
* Resilience and perseverance
* Ability to work under pressure and to meet deadlines
* Ability to exhibit tact and diplomacy in all dealings with colleagues and clients
* Active listening skills: perceptive to clients' needs

* Diploma (Dip PFS) or equivalent.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

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