Financial Adviser, £40k Bonuses Benefits Leads Provided

Clever HR ,
Basingstoke, Hampshire
More Details
Job Type: Full-time
Salary: £35,000 per annum

Overview

Role: Financial Adviser Salary: £35,000 - £45,000 Location: Basingstoke A long established, well regarded Financial Advisory organisation with a solid reputation for providing clients with trusted long-term advice seek an IFA to join its Basingstoke office. The company are proud to provide independent, holistic advice to clients on a UK wide range of products that complement the clients' personal goals and objectives. You will be provided with full back office support, research and marketing, on-going training and professional development opportunities. The Responsibilities: Create a Business Plan with management and work towards agreed targets and goals Undertake frequent client meetings with existing and prospective clients Provide holistic financial planning to prospective and existing clients, meeting their financial goals and objectives Act in a compliant manner, deliver an outstanding level of customer service and ensuring you adhere to the FCA rules and regulations Professionally service the needs of existing clients, create new opportunities via networking and referrals and look to build a network of professional introducers Generate a pipeline that meets planned business targets In line with business standards, ensure all client data, business transactions and information is recorded in a timely manner About You: Level 4 Qualified as a minimum At least 2 years' experience working in a client facing role Self-motivated and hungry to succeed Professionalism, gravitas and integrity Comfortable completing investment reports and using research tools Strong communication skills with clients, administration staff and management Technically sound across Pensions and Investments IT Literate Keen to pursue further industry qualifications for professional development and desire to increase technical knowledge in specialist areas Benefits: Competitive Salary Bonus Employee Benefits Scheme Continued Professional Development Opportunity to Progress your Career Full Back Office, Marketing and Lead Generation assistance

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