BMA Financial Adviser - Birmingham x2
James Phillip Financial Recruitment are working with an expanding national brokerage, looking for advisers to look after their BMA members/clients. Employed role with great bonus and benefits.
Undertake regular and frequent fact-finding, presentation, and servicing review meetings with line management and other company facilitators.
To develop and action an acceptable and effective business plan with your Manager.
To agree at outset with all clients the level of service they should expect depending on whether they are active or transactional clients.
To provide excellent client service to your active client bank and provide at least one servicing meeting per annum.
To conduct all client meetings in line with my clients business standards.
To contact all leads supplied in an agreed timescale with line management.
To provide feedback on all leads via agreed business processes.
To generate a business pipeline level sufficient to meet your business targets.
To meet activity levels as agreed in your Business plan with line management.
To use the research panel when selecting advice.
To maintain and ensure client files are kept up to date to ensure the audit trail of advice, service and transactions is maintained in full accordance with business standards.
To ensure the IT systems are used and information on them kept up to date to meet business standards and line management requirements.
To provide sufficient Management Information to respond to the needs of line management to understand the business activities.
Basic salary of £35k-£40 plus bonus, plus excellent benefits, 25 days holiday.
Will suit an adviser with the Diploma qualification and two years history of advising clients, in either a bank or IFA brokerage.