Financial Adviser Brief Job Description:
We are currently recruiting for an experienced Financial Adviser to join our growing Team at Insight Financial Associates.
We have been operating in the industry for over 15 years and are a trusted, well-known name. We are a family-run company who have become one of the largest Firms in the area.
Our business is rapidly expanding, and we are looking for a Qualified Financial Adviser to add to our existing team and assist in driving the company forward.
Key responsibilities include:
· Arranging client appointments
· Managing and maintaining client relationships
· Growing a successful client book
· Conducting annual client reviews
· Maintaining high professional standards
Within this role, you will be fully supported by the Sales Management team, who will assist with lead generation, as well as business development.
The successful candidate will be self-motivated, driven and hungry for business.
In return, we offer a lucrative remuneration package for the right individuals with an uncapped bonus structure.
We have a large bank of leads and orphan clients and we are looking for Adviser’s to hit the ground running from day one, speaking to clients, booking in appointments etc...
Although a large Firm, we have a family feel and everybody knows everybody, and it is important for Adviser’s to understand our culture and want to be with us long-term. We are looking for people to grow with us and expand with us.
We frequently purchase companies, and the clients are allocated to Advisers. We pride ourselves on managing these relationships and transitioning the clients smoothly.
Advisers will segment clients, and these will be passed to other Advisers too.
We work with many lead providers too.