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IFA Financial Adviser / Wealth Manager - Sales

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Role:

Broking

Sector:

Bonds / Fixed Income

Location:

London

Agency / Employer:

Recruitment Agency
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Job ID:

74461

Posted:

15/05/2020

Employment Type:

Full-time

Basic Salary:

Negotiable

OTE:

£230,000.00
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Job Description:

My UK client is a growing analytical company that introduces clients to FCA Regulated Products and wants to bring on board the top Financial  Sales Advisers that have their own client book.

Please only apply if you have your own clients to pitch the product

Responsibilities:
  •  Identify and develop new business opportunities from existing clients, introducers and referrals as well as your own comprehensive business networks.
  • Create innovative financial solutions that appropriately meet your client’s needs before drafting high-quality, compliant reports and proposals.
  • Develop and maintain a trusting and long-standing business relationship with high net worth (HNW) clients to enable you to effectively advise them on the companies products.
  •  Guide clients towards a profitable and secure financial decision. 
  •  Keep abreast of new industry’s trends and research market to back up financial consulting.
Requirements:
  • You must have your own client book
  • Proven working experience as a  Senior Broker / Financial adviser or relevant experience
  • Track record of successful financial guidance
  • Ability to analyse the market’s financial data and to provide appropriate data-based advice
  • Strong communication, negotiation and presentation skills
  • Accuracy, attention to detail and the ability to explain complex information clearly and simply.
  • Excellent PC knowledge and ability to operate database system.

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Company Info
J&S Recruitment Services
London,

Please register to view contact info




Company Info

J&S Recruitment Services Logo

J&S Recruitment Services
London, LDN, United Kingdom

Please register to view contact info


IFA Financial Adviser / Wealth Manager - Sales

col-narrow-left   

Role:

Broking

Sector:

Bonds / Fixed Income

Location:

London

Agency / Employer:

Recruitment Agency
col-narrow-right   

Job ID:

74461

Posted:

15/05/2020

Employment Type:

Full-time

Basic Salary:

Negotiable

OTE:

£230,000.00
col-wide   

Job Description:

My UK client is a growing analytical company that introduces clients to FCA Regulated Products and wants to bring on board the top Financial  Sales Advisers that have their own client book.

Please only apply if you have your own clients to pitch the product

Responsibilities:
  •  Identify and develop new business opportunities from existing clients, introducers and referrals as well as your own comprehensive business networks.
  • Create innovative financial solutions that appropriately meet your client’s needs before drafting high-quality, compliant reports and proposals.
  • Develop and maintain a trusting and long-standing business relationship with high net worth (HNW) clients to enable you to effectively advise them on the companies products.
  •  Guide clients towards a profitable and secure financial decision. 
  •  Keep abreast of new industry’s trends and research market to back up financial consulting.
Requirements:
  • You must have your own client book
  • Proven working experience as a  Senior Broker / Financial adviser or relevant experience
  • Track record of successful financial guidance
  • Ability to analyse the market’s financial data and to provide appropriate data-based advice
  • Strong communication, negotiation and presentation skills
  • Accuracy, attention to detail and the ability to explain complex information clearly and simply.
  • Excellent PC knowledge and ability to operate database system.
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