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Elate Staffing Solutions Ltd
Mansfield, Nottinghamshire
Financial Advisor * Are you an experienced Financial Adviser? * Do you want to work for a well established business? * Do you want career progression opportunities? If so, APPLY NOW! Due to continued expansion we're recruiting an experienced Financial Advisor to join our Mansfield based client on a Permanent basis. Job Duties: * Actively man
Job Source: Elate Staffing Solutions LtdReed
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: ReedQuilter Financial Advisers
Derby, England, United Kingdom
Quilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry. We believe in face-to-face service and have a large team of Advisers spread across the UK, including Scotland an
Job Source: Quilter Financial AdvisersVision-FS Recruitment
Mansfield
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
Dronfield
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
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: 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
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: ReedMansfield
£ 40000 - 50000/annum
Financial Advisor
* Are you an experienced Financial Adviser?
* Do you want to work for a well established business?
* Do you want career progression opportunities?
If so, APPLY NOW!
Due to continued expansion we're recruiting an experienced Financial Advisor to join our Mansfield based client on a Permanent basis.
Job Duties:
* Actively manage a portfolio of clients, providing excellent service and identifying further opportunities through understanding the client’s needs.
* Proactively grow, manage and retain clients, by developing new business opportunities.
* Identify opportunities to grow revenue through upselling or cross selling to current client bank.
* Actively manage all leads passed from business and professional introducers.
* Identify and maximise new sales opportunities.
* Attend relevant industry events and identify new business opportunities.
* Deliver presentations to potential introducers and employees outlining proposition and service.
* Manage the annual review process ensuring compliance.
* Maintain accurate management information and data relating to client contact strategies.
* Generate appropriate monthly reporting, information, and statistics.
* Adhere to compliance standards in all processes, including Treating Customers Fairly.
* Manage activities and administration, demonstrating best practise, that will meet or exceed regulatory requirements.
Requireme...
Email Alert for Financial Advisor jobs in Mansfield
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