Chorley, Lancashire, England
Are you looking for your next job or your last career move? If you're the latter, then we may just be the home for you.
You will be joining us in an exciting chapter of growth. We want to make a positive impact on the people with whom we work - both inside and outside of the company - and, for clients, we do this by providing financial advice delivered in a way that makes them feel heard and taken care of.
We are looking for brilliant people who fit with our culture and values and who can help to write the next chapter of our story.
When successful, you will join an established team in their office location. When working with clients, you will have the opportunity to save them from their financial worries and protect them and their family though the generations. You will be able to do this by providing independent financial planning, as well as pensions, investments, and protection advice.
Our client acquisition strategy is such that, in addition to sourcing core clients through referrals and networking, you will have access to professional connections through which clients will be referred.
Essential Job Functions:
Build and strengthen client and joint venture relationships by providing clear, reliable and consistent advice
Achieve your agreed business plan metrics to enable strong individual, office and business results
Maintain a strong pipeline of prospective clients and contact them regularly in line with business plan expectations
Keep up to date with all relevant product, legislative and technical changes
Understand our guiding principles and values and uphold them in line with treating customers fairly
Use client information, effectively obtained and documented, to provide suitable recommendations that are individual to the client and makes them feel heard and taken care of
Work effectively with the wider office team in line with internal processes and best practice
Ensure a current statement of professional standing (SPS) is held at all times
Knowledge and Experience:
What you need to be successful:
At least Level 4 qualified achieved through a recognised industry body
Two years financial services experience in a client-facing advice role
Ability to create effective plans of action and stick to them
Able to work in a team as required and on own initiative in line with role requirements
Strong listening and written communication skills in order to transfer client information onto KYC documents and to replay this back to the client in Suitability Letters
And to really stand out from the crowd:
Three years plus financial services experience in a client-facing advice role
Knowledge of and experience in defined benefit transfers and the mechanisms for assessing suitability
Previous experience building and maintaining effective relationships with joint ventures and professional connections
Previous success in creating your own opportunities for sourcing and converting prospects
Our Guiding Principles:
We are all leaders
We create a dynamic environment that:
is built on a foundation of trust
brings out and celebrates the best in each individual
enables teams and individuals to understand the purpose, impact and value of their role
inspires a sense of pride
challenges individuals and teams
liberates everyone to realise 'success'
Applicants should be confident in their own abilities and keen learners in order to fulfil the role to the best of your ability. If this sounds like you, and if you want to discuss the role further then please contact Matt at Service Care Solutions Ltd on######### , or alternatively send an updated CV to #########
Posted 13 days ago