Desk Based Financial Advisor

About the Role

Our client is seeking a Desk Based Financial Advisor to join their team based in Wigan, England. This role involves providing top-tier financial planning, advice, and client service primarily through a desk-based model.

Responsibilities

• Deliver comprehensive financial planning solutions covering the full range of services to private clients.
• Engage actively with existing clients to review and enhance ongoing service offerings.
• Initiate new business development by proactively contacting clients and converting them to ongoing service packages.
• Maintain and strengthen existing client relationships by identifying new advisory needs as appropriate.
• Meet and exceed revenue goals as set by the business and regional leadership.
• Promote cross-selling and referral activities within other company divisions.
• Generate new client inquiries and produce income from advisory services.
• Participate in sales and marketing efforts aligned with local, regional, and national initiatives.
• Continuously update and maintain technical expertise and broader industry knowledge.
• Ensure positive client experiences with clear communication and timely service delivery according to established standards.
• Build and sustain strong professional relationships with external contacts to uncover additional business opportunities.

Qualifications and Requirements

• Proven experience as a Financial Planner.
• Preferably skilled in Cash Flow Modelling, though not mandatory.
• Strong written and verbal communication abilities.
• Comprehensive technical proficiency in all financial planning areas.
• Sound decision-making capabilities and an analytical mindset with meticulous attention to detail.
• Effective time management skills, including the ability to meet deadlines.
• Competency in coaching others and providing constructive feedback.
• Well-versed in technical and regulatory aspects pertinent to financial services.
• Essential qualification: Diploma in Regulated Financial Planning or an equivalent credential.

Compensation and Benefits

• A competitive base salary up to £55,000 annually.
• Inheritance of an existing client portfolio.
• A £10,000 bonus available for managing the existing client bank.
• 35% bonus on new business revenue generated.
• Comprehensive benefits package including commissions.