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Independent Financial Advisor - Edinburgh
Location:
Coatham Mundeville
Description:
As an employed Independent Financial Adviser, it is your role to understand your clients present and future financial goals and develop a clear financial plan with easy-to-understand financial strategies. Deliver dependable and exceptional customer service and direct your clients to financial success and independence. Main Responsibilities Acquire knowledge of the mission and guiding principles of the Financial Group customers. Complying with the clients' advising process, maintaining regulatory competence, and meeting KPI criteria. Always Representing the clients brand in a pleasant and professional way. Generating new business from existing and potential clients as well as qualified introducers. Use the Six-Stage Advice Process to create lasting connections and provide superb client outcomes. Find new clients by using company lead generating programmes, personal business planning, recommendations, and professional introducers. Building and sustaining strong connections with clients and introducers through client meetings, seminars, and ongoing team and Contact Centre feedback. Making contact with businesses and individuals to schedule meetings, either in a physical location like an office, at the clients' homes or places of work, or digitally via Microsoft Teams. Conducting thorough analyses of clients' financial situations, present offerings, and long-term goals and ambitions. Ensuring that all tasks are completed on time, in compliance with the law, and in a way that complies with the company's standards. Constantly pushing for improvements in the quality of client files and recommendations. Conducting research, analysing data, and creating financial planning reports that are most suited to each client's needs and include all areas of advice Comply with regulatory components of the position, such as disclosure obligations, service prices, and product recommendations. Reviewing and responding to Clients changing needs and financial. Visit ListedBuy for more information.
Company:
Independent Resourcing Consultancy
Posted:
January 8 on ListedBuy
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More About this Listing: Independent Financial Advisor - Edinburgh
Independent Financial Advisor - Edinburgh is a Accounting & Finance Financial Advisor Job at Independent Resourcing Consultancy located in United States. Find other listings like Independent Financial Advisor - Edinburgh by searching Oodle for Accounting & Finance Financial Advisor Jobs.
Independent Financial Advisor - Edinburgh is a Accounting & Finance Financial Advisor Job at Independent Resourcing Consultancy located in United States. Find other listings like Independent Financial Advisor - Edinburgh by searching Oodle for Accounting & Finance Financial Advisor Jobs.