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Starfish People HR
Mansfield, Nottinghamshire
At Park Hall Financial Services we are committed to ensuring that all our customers receive independent, impartial advice tailored to their individual circumstances. We are searching for a qualified adviser to join our fantastic team at our offices in Nottinghamshire. If you are a highly motivated individual with excellent communication skills, the
Job Source: Starfish People HRVision-FS Recruitment
Derby
Financial Advisor | Independent Financial Advisor £100,000 - £150,000 | Un-Capped Earnings Clients + Leads Provided Nationwide Roles YOUR NEW COMPANY An industry-leading Financial Planning business seeks to expand its network of Diploma Qualified Financial Advisor’s across the UK. A leading provider of financial education in the workplace supported
Job Source: Vision-FS RecruitmentVision-FS Recruitment
Nottingham
Financial Advisor | Independent Financial Advisor £100,000 - £150,000 | Un-Capped Earnings Clients + Leads Provided Nationwide Roles YOUR NEW COMPANY An industry-leading Financial Planning business seeks to expand its network of Diploma Qualified Financial Advisor’s across the UK. A leading provider of financial education in the workplace supported
Job Source: Vision-FS RecruitmentReed
Mansfield
Reed Financial Services are representing an IFA based in Nottingham seeking a Qualified Advisor to join their growing team. Paying up to £50k dependent on experience. The role will consist of actively managing a portfolio of clients, providing excellent service and identifying further opportunities through understanding the client’s needs. To proa
Job Source: ReedReed
Mansfield
Reed Financial Services are representing an IFA based in Nottingham seeking a Qualified Advisor to join their growing team. Paying up to £50k dependent on experience. The role will consist of actively managing a portfolio of clients, providing excellent service and identifying further opportunities through understanding the client’s needs. To proa
Job Source: ReedReed
Nottingham
Reed Financial Services are representing an IFA based in Nottingham seeking a Qualified Advisor to join their growing team. Paying up to £50k dependent on experience. The role will consist of actively managing a portfolio of clients, providing excellent service and identifying further opportunities through understanding the client’s needs. To proa
Job Source: ReedIDEX Consulting Ltd
Nottingham
IDEX Consulting are working with a National advisory firm who require a desk-based Financial Advisor to join their successful team. The role will predominantly be home based, with ad-hoc visits to the head offices in Nottingham (typically once per month). The role operates within a fast paced environment, and so this will suit an efficient and meth
Job Source: IDEX Consulting LtdHeat Recruitment
Newark
Job Opportunity: Self-Employed Mortgage AdvisorLocation: Newark (NG24), UK Are you a skilled mortgage advisor looking to take control of your career and income? We are working with a leading name in the financial industry, committed to providing comprehensive wealth management solutions to clients. With a focus on excellence and innovation, they st
Job Source: Heat RecruitmentNottingham
Reed Financial Services are representing an IFA based in Nottingham seeking a Qualified Advisor to join their growing team. Paying up to £50k dependent on experience. The role will consist of actively managing a portfolio of clients, providing excellent service and identifying further opportunities through understanding the client’s needs. To proactively grow, manage and retain clients, by developing new business opportunities.
Key Responsibilities
Relationship Management
Develop and maintain strong relationships with new and existing clients.
Identify opportunities to grow revenue through up selling or cross selling to current client bank.
Actively manage all leads passed from business and professional introducers.
Revenue and Business Development
Identify and maximise new sales opportunities.
Attend relevant industry events and identify new business opportunities.
Deliver presentations to potential introducers and employees outlining our proposition and service.
Manage the annual review process ensuring compliance.
Management Information
Maintain accurate management information and data relating to client contact strategies.
Generate appropriate monthly reporting, information, and statistics.
Follow company procedures when conducting all client related activity.
Compliance
Adhere to company compliance standards in all processes, including Treating Customers Fairly.
Manage activities and administration, demonstrating best practise, that will meet or exceed regulatory requirements.
Skills and Qualifications
Minimum requirement: Level 4 qualification in financial advice recognised by the Financial Conduct Authority
Behavioural Competencies
Ability to plan, organise and prioritise workload effectively.
Demonstrates change management leadership skills.
Manages complex relationships.
Able to adapt communication style.
Commercially driven decision making.
Adopts a strategic view.
Financial Advisor jobs in Nottingham
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