- Identify and convert prospects into clients, meeting set targets and KPIs, while managing a portfolio of existing clients in line with service levels.
- Meet clients to assess their financial situation, goals, risk tolerance, and other key information to develop tailored financial plans.
- Explain the range of services offered, answer client queries, and recommend strategies in areas such as cash management, insurance, and investment planning.
- Present financial plans to clients, manage their portfolios, and regularly review plans to reflect changes in life circumstances or market conditions.
- Maintain strong client relationships, liaising with their other advisors (e.g., solicitors, accountants) to ensure comprehensive financial advice.
- Provide advice in line with regulatory requirements and ethical standards, ensuring compliance at all times.
- Attend events and functions to build professional relationships and promote business growth.
- Stay updated on financial industry developments, enhancing both financial and technical expertise.
- Provide regular updates to management, participate in internal committees, and contribute to process improvement strategies.
- Attend staff meetings, training sessions, and participate in project work as required.
Experience:
- 5+ years in financial services (essential)
- 2+ years in advisory role (essential)
- 2+ years cash flow planning (desirable)
Qualifications:
- QFA (essential)
- CFP (desirable)
- Degree (desirable)
