This is an employed role, based around the Shifnal area.
What's in it for you?
- Basic salary of £40,000 to £45,000 - £80,000 OTE
- Leads/Client bank provided
- Four day working week
This role is for one of our Partnership firms, who firmly believe that understanding your finances allows you to make informed choices. They want each of their clients to achieve their life goals and to plan for their present, and their future, working with them long term to ensure their plans remain on track. Their way of working offers a positive flexible working culture, a four day working week, with leads provided.
This is a hybrid role, servicing existing clients around the areas of Telford and Shrewsbury and you would need to be based within reasonable commuting distance of the office in Shifnal. You will be seeing clients remotely and face-to-face meetings and will benefit from having access to a comprehensive administrative support service and will be part of a top performing team with an outstanding reputation in the market.
What you’ll be getting involved in:
- Fulfilling ongoing servicing requirements to existing clients, carrying out reviews relating to pensions and investments
- Carrying out remote meetings and establishing client requirements
- Liaising effectively with the administrative team to ensure all paperwork is completed and records are up to date
- Delivering an excellent level of service on all financial advice, and working with clients to achieve excellent customer outcomes
- Ascertaining the future financial planning needs of clients
- Keeping up to date with all industry knowledge and market developments
- Partaking in ongoing training and CPD
- Obtaining client referrals and growing the client base to enable future development
- Meeting all regulatory requirements and working in line with FCA and industry standards