Financial Adviser

A fantastic opportunity for either a Diploma or Chartered Adviser to join a growing, progressive Wealth Management firm, looking to further its presence in the Launceston area, covering also parts of Cornwall. You will have the opportunity to work with existing clients as well as being provided with new client opportunities via the firms lead generation software. It is a hybrid role covering Launceston and the surrounding areas. Client meetings will be carried out either remotely or face to face.Key Responsibilities Understand your clients current and future financial goalsDeliver your agreed fee income targetDevelop new business from new and existing clientsEnsure clients are serviced in a professional and timely manner.Ensure advice is of the highest standard and in line with the Companies quality requirementsConduct in-depth reviews of clients financial circumstances.Represent the Company brand in a professional and courteous manner.Meet all the regulatory aspects of the role.Key RequirementsMinimum of Diploma in Financial Planning qualifiedAt least 3 years experience as a Financial AdviserExcellent Interpersonal skillsAbility to network and generate own clientsStrong IT skillsProvable track record of delivering agreed targets.Conducting research and preparing financial planning reports best suited to the individual clients'' requirements covering all areas of advice.Maintain CF30 status in accordance with the FCA regulationsKey BenefitsBasic salary of £35000 - £65,000 if ..... full job details .....