Financial Advisor

Job reference
Alton, Hampshire, United Kingdom
Start date
To be arranged
IFA jobs / Investment jobs / Other jobs
Contract type(s)
Full time
Date posted

The Role

As a Financial Consultant you will need experience of working within a regulated Financial Services environment, liaising with clients and working within agreed timescales to achieve targets. You should be able to offer a high level of client care and demonstrate excellent communication skills.

You should also be able to work individually and as part of a team to build strong relationships between all stakeholders.

Job Summary

  • Contacting clients and booking meetings for in-depth reviews of clients’ financial circumstances, current provisions and future aims
  • Analysing information and liaising with a Paraplanner to prepare recommendations best suited to individual clients' requirements
  • Researching an approved panel of product providers and providing clients with information on new and existing products and services
  • Designing financial strategies
  • Keeping up to date with financial products and legislation
  • Reviewing Financial Reports generated by a supporting Paraplanner
  • Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
  • Developing a client bank and maximising opportunities ensuring profitable relationships are built
  • Ensuring technical knowledge is maintained and that CPD records are filed in accordance with compliance rules and procedures
  • Following a pre-defined review process for clients to ensure that service is delivered in line with the agreed fee / retainer / service level
  • Ensuring that internal systems are used effectively and accurately and that client detail is recorded and kept up to date
  • Office/Telephone based role – minimal face-to-face interaction with clients

Skills & experience

  • Diploma Level 4 qualification or working towards.
  • A comprehensive knowledge of Pension and Investment products is essential
  • Excellent working knowledge of Pensions and Pension Transfers
  • Good working knowledge of CGT and Income Tax calculations
  • Ability to work in a compliant manner within regulatory framework
  • Strong track record of achieving targets and a desire to meet future targets
  • Ability to maximise on leads provided by the business by converting large numbers into advocates in order to produce organic leads from existing clients
  • Excellent telephone manner and good written communication skills essential 

We look forward to reviewing you CV.

Antony George Recruitment
Antony George Recruitment
01268 669 313