My client is looking for a IFA in their Medway offices. Their team is focused on delivering financial planning services and having been stablished since 2008 they have taken the market by storm offering a bespoke financial advice in all areas. They combine the expertise of qualified Mortgage Advisers with Financial Planners to support all their clients.
They are independent and directly authorised by the FCA, meaning that they able to provide their clients with the whole of market advice and have complete control over how they run their business. They have a great working ethos and are totally supportive of their staff and enjoy a friendly and professional working atmosphere in their unique offices. They value their staff and know the happier they are, the better their work will be. They make sure that everyone feels supported, challenged and inspired.
An opportunity has arisen for a Financial Adviser to provide a first-class financial planning service to the company's existing and prospective customers, building long-term profitable relationships and meeting set regulated sales targets. To ensure that the commitment to customer service is met by demonstrating competence at all stages of the advisory process and always operating within the FS Rules as documented within the company's training & competence scheme guide. To be responsible for effective lead generation with potential customers to ensure sufficient new business delivery levels.
Candidates must hold the Financial Planning Certificate together with Competent Advisor Status and possess a proven, successful regulated sales track record. Results focused with an innovative and creative approach to sales lead generation and achievement of sales results, with a proven commitment to the provision of excellent customer service.
JOB SPECIFICATION DETAILS
Front line sales person working towards set targets
Business Meetings with clients
Selling most appropriate financial package
Selling of associated products
Attending and taking a pivotal role with the company sales meetings
Identifying and initiating leads from other sources
At least 2 Years related finance experience
Energetic & Tenacious
Please only apply if you fully match the skills and experience required. If you have not had contact from us within 72 hours of your application, due to receiving high volumes of applications, please assume that your application has been unsuccessful on this occasion.