Desk Financial Advisor

My client is currently looking for a Desk Based Financial Advisor to join their team in Wigan.

The successful candidate will deliver excellent financial planning, advice, and service to clients via a desk based service model.

• To provide holistic financial planning solution to private client across the full suite of financial planning solutions.
• A focus on actively engaging with and reviewing existing clients to deliver our ongoing service proposition.
• A focus on New business development. With proactive client contacting to covert legacy clients to our ongoing service proposition.
• Maintain & nurture existing client relationships, identifying and fulfilling new advice needs where appropriate.
• Achieving revenue targets set by the business and regional manager.
• Proactively drive for cross selling and referring business into other parts of the group.
• Generate new client enquiries and generates advice income from these.
• Undertake sales and marketing activity in line with local/regional/ national plans.
• Ensure technical knowledge and general industry knowledge is always maintained.
• Delivery of a positive client service experience to ensure appropriate client outcomes, client journey and client communication.
• Speed of response/turnaround time in accordance with service standards set out in procedures and clients kept appropriately appraised.
• Develop and maintain good working relationships with external professional connections to develop additional business opportunities.

• Experience as a Financial Planner
• Cash Flow Modelling (preferable but not essential).
• Excellent standard of written and verbal communication.
• Technical competence across all areas of financial planning.
• Analytical mind and excellent attention to detail.
• Excellent time management skills with an ability to work to deadlines.
• Ability to coach and provide feedback.
• Good technical knowledge and understanding of relevant regulations.
• Diploma in Regulated Financial Planning (or equivalent)

• Salary up to £55,000
• Client bank to inherit
• £10k bonus for managing the existing client bank!