Independent Financial Advisor - Coventry & Leicester

Recruiter
Frankly Recruitment
Location
Bermuda Park
Salary
£35,000 per annum
Posted
09 Aug 2017
Closes
17 Sep 2017
Contract Type
Full Time

Job Title: Private Client BMA Independent Financial Adviser

Reports to: Senior Manager

We have 2 vacancies; one in Coventry and another in Leicester.

Job Purpose:

To provide holistic financial planning to prospective and existing BMA Members and Clients in a compliant manner, providing exceptional client service.

Job Context:

Providing professional financial advice to meet customer's needs and objectives using defined business standards.

Key Accountabilities:

  • To work to the Professional Development scheme requirements and regulatory standards.
  • Undertake regular and frequent fact-finding, presentation, and servicing review meetings with line management and other company facilitators.
  • To undertake regular and frequent meetings with your Senior Manager.
  • To develop and action an acceptable and effective business plan with your Manager.
  • To agree at outset with all clients the level of service they should expect depending on whether they are active or transactional clients.
  • To provide excellent client service to your active client bank and provide at least one servicing meeting per annum.
  • To conduct all client meetings in line with business standards.
  • To contact all leads supplied in an agreed timescale with line management.
  • To provide feedback on all leads via agreed business processes.
  • To generate a business pipeline level sufficient to meet your business targets.
  • To meet activity levels as agreed in your Business plan with line management.
  • To use the research panel when selecting advice.
  • To maintain and ensure client files are kept up to date to ensure the audit trail of advice, service and transactions is maintained in full accordance with business standards.
  • To construct Investment Reports ensuring all information is correct and that the content meets the criteria set by business standards.
  • To communicate in an effective manner with your administration team or dedicated resources.
  • To ensure the IT systems are used and information on them kept up to date to meet business standards and line management requirements.
  • To provide sufficient Management Information to respond to the needs of line management to understand the business activities you are or want to be engaged in.
  • Undertake ongoing continuous professional development.
  • Increase technical knowledge in specialist areas.

Knowledge, Skills and Experience:

Ongoing in the field assessments from Senior Managers and Business Development Managers. Internal and external audits on client files.

  • Diploma Status
  • 2-3 years experience
  • High level of confidence with sales and presentational skills
  • Exceptional interpersonal skills and telephone manner
  • High quality of personal organisational skills
  • Drive and motivation to deliver business targets
  • Ability to work in a team environment
  • Eagerness to learn and develop skills and knowledge continually
  • IT literate

Essential

Qualifications

Diploma Level 4 Status

Knowledge and Skills

  • High level of confidence and ability with sales and presentational skills
  • Exceptional interpersonal skills and telephone manner
  • High quality of personal organisational skills
  • Ability to work in a team environment
  • IT literate

Experience

Previous experience of working as an IFA and a proven track record of meeting annual sales targets.

Personal Attributes

  • Drive and motivation to deliver and exceed business targets
  • Eagerness to learn and develop skills and knowledge continually

Other

  • Able to manage own diary but may often need to attend appointments in client's homes and/or out of hours.
  • Full driving licence and access to own transport.