Independent Financial Advisor

Employer
Major
Location
Sunderland, UK
Salary
Competitive
Closing date
7 Nov 2020

View more

Sector
Accountancy
Contract Type
Permanent
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A Client of ours in the Sunderland Area is looking to recruit an Independent Financial Advisor to join their expanding team.

Duties and Responsibilities:
  • Undertake continuous professional development to meet regulatory requirements and personal development needs.
  • Stay abreast of legislative changes and other regulatory issues taking necessary action as required
  • Work within and stay up to date with template changes and advice notes
  • Provide financial planning to prospective and existing clients.
  • Compile accurate investment reports reflecting client requirements and meet internal business standards.
  • Undertake regular fact-finding, presentations and service review meeting with clients.
  • Maintain and ensure client files are kept up to date.
  • Identify new business opportunities.
  • Follow up on all enquiries in a timely manner.
  • Generate a business pipeline to meet your targets.
  • Ensure that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally

Knowledge
  • Diploma Level 4 qualified.
  • Proven track record of working as a Financial Adviser.
  • The motivation and drive to exceed business targets.
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