Financial Adviser

A fantastic opportunity for either a Diploma or Chartered Adviser to join a growing, progressive Wealth Management firm, looking to further its presence in the Launceston area, covering also parts of Cornwall. You will have the opportunity to work with existing clients as well as being provided with new client opportunities via the firms lead generation software. It is a hybrid role covering Launceston and the surrounding areas. Client meetings will be carried out either remotely or face to face.

Key Responsibilities

• Understand your clients current and future financial goals
• Deliver your agreed fee income target
• Develop new business from new and existing clients
• Ensure clients are serviced in a professional and timely manner.
• Ensure advice is of the highest standard and in line with the Companies quality requirements
• Conduct in-depth reviews of clients financial circumstances.
• Represent the Company brand in a professional and courteous manner.
• Meet all the regulatory aspects of the role.

Key Requirements

• Minimum of Diploma in Financial Planning qualified
• At least 3 years experience as a Financial Adviser
• Excellent Interpersonal skills
• Ability to network and generate own clients
• Strong IT skills
• Provable track record of delivering agreed targets.
• Conducting research and p...