Financial Adviser (Level 4 Qualified)
Core
Manage clients passed from senior advisers, convert qualified leads, and build ongoing service arrangements for existing ad hoc clients via phone and Microsoft Teams.
Role type
Junior financial adviser (client acquisition and relationship management)
Builds
Ongoing financial advice service arrangements
Domain
Financial advice / Wealth management
Deliverable
client delivery
Required skills
Client relationship building, Lead conversion, Phone-based client meetings, Will and estate planning knowledge, Mortgage and protection referral coordination
Preferred skills
Level 4 qualification, Proactive career development mindset
Responsibilities
Take over and manage clients passed across by senior advisers, Build relationships with existing ad hoc clients and identify opportunities to transition them to ongoing service arrangements, Follow up and convert qualified leads generated through established referral partnerships, Work closely with a network of mortgage and protection advisers who regularly introduce prospective clients, Develop business from a strong wills and estate planning referral source, Conduct client meetings primarily over the phone, with occasional use of Microsoft Teams