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Vision-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 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: 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
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 RecruitmentVision-FS Recruitment
Nottingham
Financial Advisor | Independent Financial Advisor £50,000 - £75,000 | Un-Capped Bonus Client Boo k Provided Nottingham YOUR NEW COMPANY An opportunity has become available with a Financial Advice business who are growing its national offering across the country. The business is looking to grow its Diploma Qualified Financial Advisor | Independent
Job Source: Vision-FS RecruitmentNottingham
£ 40,000 - 50,000 per annum, Inc benefits
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.
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Financial Advisor jobs in Nottingham
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