Financial Planner

Financial Planner - New Business Team Remote position - with travel into London for client meetings Salary £70,000.00 bas - £ OTE The chosen candidate will form part of the UK Sales Team and will report to the Regional Director. The person will be responsible for providing a high-quality service and sourcing new clients from the marketing enquiries. The ideal candidate will have experience in the Private Client Manager role to act as a foundation for providing the level of service expected for our top clients.

Or have external knowledge built up in a similar role in the financial planning market. Sufficient knowledge of the products and tax structures. A proven track record of success in selling and winning new clients from new enquiries. Key Objectives To provide consistent service to clients through regular contact. Aim to attract additional investments and encourage new referrals. Bring in new clients to Blevins Franks, from marketing enquiries and the Central Enquiry Team.

Key Competencies Planning, prioritising and organising work effectively. Managing yourself, others, resources, and time to reach a specific goal Sales skills Identifying sales opportunities from existing clients and new enquiries be able to convert these into new fee-based reports and additional AUM. Self-awareness and self-management Realistically and clearly identifying your skills, experience, knowledge and other personal attributes, and conveying these effectively to others;
Displaying confidence and resilience Demonstrable commitment to accountability and integrity Organisational awareness Understanding the company and your role within it, and how your own actions affect the wider business Identifying, understanding and giving priority to meeting the needs of clients ESSENTIAL Strong sales skills to win and retain clients Demonstrable ability to use and adopt the necessary digital devices, services and systems provided by the organisation.

Industry qualifications commensurate with the role. Level 4 diploma as a minimum entry level and ideally Level 6 Chartered status.