TAB Consultancy

Our client are looking for a charismatic and driven financial planner to join their team. The firm are eager to find an experienced adviser who can manage an existing book of clients while also developing further business; To ensure that the successful individual can purely focus on client meetings and relationships, full back-office support will be provided. Key Responsibilities You will meet with clients on a regular basis and provide them with a high level of service while conducting meetings in line with company expectations; You must outline with your clients the type of on-going service that they wish to receive. You will plan, work towards, and generate a pipeline that sufficiently meets your pre-agreed business targets; It is crucial that you contact all leads supplied within an agreed timescale and then update the business with progress as/when appropriate. You will always act in a compliant manner and deliver an outstanding level of customer service while ensuring that you constantly adhere to the FCA rules and regulations. You must utilise the research panel when selecting the tailored advice for your clients while ensuring that all client files are kept up to date and well maintained; You must construct reports in line with company standards. You will communicate and liaise effectively with the back-office, management, and marketing teams; It is imperative that you always provide clear, concise, and accountable information. You will have the desire to continue your professional development, whilst also increasing your technical knowledge in specialist advice areas. About You You will hold the Level 4 Diploma in Financial Advice as a minimum; This can be via the CII, CISI, or LIBF. Level 6 / Chartered status is desired but not essential. You will be a confident, authentic, genuine, and charismatic individual with excellent sales and presentation skills. You must have exceptional interpersonal and organisational skills as-well as possess excellent communication and negotiation skills. You will be driven and highly motivated to achieve and exceed business targets. You must be hard working, enthusiastic, passionate, focused, and articulate with a strong commitment to delivering an excellent client experience and service; It is imperative that you always adopt highly moral, ethical, and professional approaches to your work. You will be eager to develop your career and will therefore possess a strong understanding of how you would like to achieve this; You will be prepared to undergo further study and training where appropriate. You must have excellent knowledge on all areas of financial planning (including investments, pensions, protection, retirement options, and tax planning); You must be able to research, analyse, and interpret a diverse range of information. You will have a strong ability to build and maintain long-term client relationships. You will have the ability to work individually as well as part of a team. You will have strong literacy, numeracy, and IT skills. You will be able to convey complex information, to a wide variety of people with various levels of understanding, both written and verbally.

Role: Financial Adviser Location: Birmingham Package: Up to £65,000 Basic Salary + Bonus + Benefits + Clients Provided Our client, a well-established and successful wealth management firm that delivers comprehensive and holistic advice to both private and corporate clients, are looking for an experienced financial adviser to join the team; It is vital for this individual to possess the required knowledge, skills, and experience to work on the full spectrum of financial advice. Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic. To be successful within this role, it is imperative that you will be a professional and highly ambitious adviser who can build quick and strong rapport with their clients; Moreover, it will also be crucial for you to maintain long-lasting client relationships while always developing new client relationships or opportunities. Duties and Responsibilities You will provide financial planning to prospective and existing clients; You will constantly strive to fully achieve your clients' financial goals, needs, and objectives. You will meet with prospective clients on a regular basis and provide them with a high level of service while conducting meetings in line with company expectations; You must outline with your clients the type of on-going service that they wish to receive. You must undertake regular professional development to ensure that each client receives up-to-date and appropriate advice; You will always act in a compliant manner and deliver an outstanding level of customer service while ensuring that you constantly adhere to the FCA rules and regulations. You will professionally service the needs of existing clients while creating new opportunities via networking and referrals. You will meet planned business targets in line with business standards while ensuring that all client data, business transactions, and information are recorded in a timely manner; You will subsequently work hard to achieve business quality standards that comply with the firm's procedures as set out in the agreed original (and future) business plan. About You You will hold the Level 4 Diploma in Financial Advice as a minimum; This can be via the CII, CISI, or LIBF. Level 6 / Chartered status is desired but not essential. You will be a confident, authentic, genuine, and charismatic individual with excellent sales and presentation skills; You must also have exceptional interpersonal and organisational skills as-well as possess excellent communication and negotiation skills. You will be driven and highly motivated to achieve and exceed business targets. You must be hard working, enthusiastic, passionate, focused, and articulate with a strong commitment to delivering an excellent client experience and service; It is imperative that you always adopt a highly moral, ethical, and professional approach to your work. You will be eager to develop your career and will therefore possess a strong understanding of how you would like to achieve this; You will be prepared to undergo further study and training where appropriate. You must have excellent knowledge on all areas of financial advice (including investments, pensions, protection, retirement options, and tax planning); You must also be able to research, analyse, and interpret a diverse range of information. You will command a strong ability to build and maintain long-term relationships with clients. You will have the ability to work individually as-well as part of a team. You will have strong literacy, numeracy, and IT skills. You will be able to convey complex information to a wide variety of people with various levels of understanding both written and verbally.

Role: Trainee Financial Planner Package: Up to £45,000 Basic Salary + Bonus + Benefits + Clients Provided Key Responsibilities You will meet with prospective clients on a regular basis and provide them with a high level of service while conducting meetings in line with company expectations; You must outline with your clients the type of on-going service that they wish to receive. You will plan, work towards, and generate a pipeline that sufficiently meets your pre-agreed business targets; It is crucial that you contact all leads supplied within an agreed timescale and then update the business with progress as/when appropriate. You will always act in a compliant manner and deliver an outstanding level of customer service while ensuring that you constantly adhere to the FCA rules and regulations. You must utilise the research panel when selecting the tailored advice for your clients while ensuring that all client files are kept up to date and well maintained; You must construct reports in line with company standards. You will communicate and liaise effectively with the back-office, management, and marketing teams; It is imperative that you always provide clear, concise, and accountable information. You will have the desire to continue your professional development, whilst also increasing your technical knowledge in specialist advice areas. About You You will hold the Level 4 Diploma in Financial Advice as a minimum; This can be via the CII, CISI, or LIBF. You will be a confident, authentic, genuine, and charismatic individual with excellent sales and presentation skills. You must have exceptional interpersonal and organisational skills as-well as possess excellent communication and negotiation skills. You will be driven and highly motivated to achieve and exceed business targets. You must be hard working, enthusiastic, passionate, focused, and articulate with a strong commitment to delivering an excellent client experience and service; It is imperative that you always adopt highly moral, ethical, and professional approaches to your work. You will be eager to develop your career and will therefore possess a strong understanding of how you would like to achieve this; You will be prepared to undergo further study and training where appropriate. You must have excellent knowledge on all areas of financial planning (including investments, pensions, protection, retirement options, and tax planning); You must be able to research, analyse, and interpret a diverse range of information. You will have a strong ability to build and maintain long-term client relationships. You will have the ability to work individually as well as part of a team. You will have strong literacy, numeracy, and IT skills. You will be able to convey complex information, to a wide variety of people with various levels of understanding, both written and verbally.

Role: Financial Planner Package: Up to £60,000 Basic Salary + Bonus + Benefits + Clients Provided Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team. As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support. Due to the regular flow of leads available, the firm expect the successful individual to be writing high levels of business within the first 12 months; Crucially, 100% of your new business fees and 100% of your ongoing business fees will be incorporated into your bonus target. Key Responsibilities You will speak with prospective clients on a regular basis and provide them with a high level of service while conducting meetings in line with company expectations; You must outline with your clients the type of on-going service that they wish to receive. You will plan, work towards, and generate a pipeline that sufficiently meets your pre-agreed business targets; It is crucial that you contact all leads supplied within an agreed timescale and then update the business with progress as/when appropriate. You will always act in a compliant manner and deliver an outstanding level of customer service while ensuring that you constantly adhere to the FCA rules and regulations. You must utilise the research panel when selecting the tailored advice for your clients while ensuring that all client files are kept up to date and well maintained; You must construct reports in line with company standards. You will communicate and liaise effectively with the back-office, compliance, and management teams; It is imperative that you always provide clear, concise, and accountable information. You will have the desire to continue your professional development, whilst also increasing your technical knowledge in specialist advice areas. About You You will hold the Level 4 Diploma in Financial Advice as a minimum; This can be via the CII, CISI, or LIBF. Level 6 / Chartered status is desired but not essential. You will be a confident, authentic, genuine, and charismatic individual with excellent sales and presentation skills; You must have exceptional interpersonal and organisational skills as-well as possess excellent communication and negotiation skills. You will be driven and highly motivated to achieve and exceed business targets. You must be hard working, enthusiastic, passionate, focused, and articulate with a strong commitment to delivering an excellent client experience and service; It is imperative that you always adopt highly moral, ethical, and professional approaches to your work. You will be eager to develop your career and will therefore possess a strong understanding of how you would like to achieve this; You will be prepared to undergo further study and training where appropriate. You must have excellent knowledge on all areas of financial planning (including investments, pensions, protection, retirement options, and tax planning); You must be able to research, analyse, and interpret a diverse range of information. You will have a strong ability to build and maintain long-term client relationships. You will have the ability to work individually as well as part of a team. You will have strong literacy, numeracy, and IT skills. You will be able to convey complex information, to a wide variety of people with various levels of understanding, both written and verbally.

Role: Financial Planner Package: Up to £60,000 Basic Salary + Bonuses + Clients Provided Key Responsibilities You will speak with prospective clients on a regular basis and provide them with a high level of service while conducting meetings in line with company expectations; You must outline with your clients the type of on-going service that they wish to receive. You will plan, work towards, and generate a pipeline that sufficiently meets your pre-agreed business targets; It is crucial that you contact all leads supplied within an agreed timescale and then update the business with progress as/when appropriate. You will always act in a compliant manner and deliver an outstanding level of customer service while ensuring that you constantly adhere to the FCA rules and regulations. You must utilise the research panel when selecting the tailored advice for your clients while ensuring that all client files are kept up to date and well maintained; You must construct reports in line with company standards. You will communicate and liaise effectively with the back-office, compliance, and management teams; It is imperative that you always provide clear, concise, and accountable information. You will have the desire to continue your professional development, whilst also increasing your technical knowledge in specialist advice areas. About You You will hold the Level 4 Diploma in Financial Advice as a minimum; This can be via the CII, CISI, or LIBF. Level 6 / Chartered status is desired but not essential. You will be a confident, authentic, genuine, and charismatic individual with excellent sales and presentation skills; You must have exceptional interpersonal and organisational skills as-well as possess excellent communication and negotiation skills. You will be driven and highly motivated to achieve and exceed business targets. You must be hard working, enthusiastic, passionate, focused, and articulate with a strong commitment to delivering an excellent client experience and service; It is imperative that you always adopt highly moral, ethical, and professional approaches to your work. You will be eager to develop your career and will therefore possess a strong understanding of how you would like to achieve this; You will be prepared to undergo further study and training where appropriate. You must have excellent knowledge on all areas of financial planning (including investments, pensions, protection, retirement options, and tax planning); You must be able to research, analyse, and interpret a diverse range of information. You will have a strong ability to build and maintain long-term client relationships. You will have the ability to work individually as well as part of a team. You will have strong literacy, numeracy, and IT skills. You will be able to convey complex information, to a wide variety of people with various levels of understanding, both written and verbally.

Role: Trainee Financial Planner Package: Up to £45,000 Basic Salary + Bonus + Benefits + Clients Provided Key Responsibilities You will meet with prospective clients on a regular basis and provide them with a high level of service while conducting meetings in line with company expectations; You must outline with your clients the type of on-going service that they wish to receive. You will plan, work towards, and generate a pipeline that sufficiently meets your pre-agreed business targets; It is crucial that you contact all leads supplied within an agreed timescale and then update the business with progress as/when appropriate. You will always act in a compliant manner and deliver an outstanding level of customer service while ensuring that you constantly adhere to the FCA rules and regulations. You must utilise the research panel when selecting the tailored advice for your clients while ensuring that all client files are kept up to date and well maintained; You must construct reports in line with company standards. You will communicate and liaise effectively with the back-office, management, and marketing teams; It is imperative that you always provide clear, concise, and accountable information. You will have the desire to continue your professional development, whilst also increasing your technical knowledge in specialist advice areas. About You You will hold the Level 4 Diploma in Financial Advice as a minimum; This can be via the CII, CISI, or LIBF. You will be a confident, authentic, genuine, and charismatic individual with excellent sales and presentation skills. You must have exceptional interpersonal and organisational skills as-well as possess excellent communication and negotiation skills. You will be driven and highly motivated to achieve and exceed business targets. You must be hard working, enthusiastic, passionate, focused, and articulate with a strong commitment to delivering an excellent client experience and service; It is imperative that you always adopt highly moral, ethical, and professional approaches to your work. You will be eager to develop your career and will therefore possess a strong understanding of how you would like to achieve this; You will be prepared to undergo further study and training where appropriate. You must have excellent knowledge on all areas of financial planning (including investments, pensions, protection, retirement options, and tax planning); You must be able to research, analyse, and interpret a diverse range of information. You will have a strong ability to build and maintain long-term client relationships. You will have the ability to work individually as well as part of a team. You will have strong literacy, numeracy, and IT skills. You will be able to convey complex information, to a wide variety of people with various levels of understanding, both written and verbally.

Key Responsibilities You will speak with prospective clients on a regular basis and provide them with a high level of service while conducting meetings in line with company expectations; You must outline with your clients the type of on-going service that they wish to receive. You will plan, work towards, and generate a pipeline that sufficiently meets your pre-agreed business targets; It is crucial that you contact all leads supplied within an agreed timescale and then update the business with progress as/when appropriate. You will always act in a compliant manner and deliver an outstanding level of customer service while ensuring that you constantly adhere to the FCA rules and regulations. You must utilise the research panel when selecting the tailored advice for your clients while ensuring that all client files are kept up to date and well maintained; You must construct reports in line with company standards. You will communicate and liaise effectively with the back-office, compliance, and management teams; It is imperative that you always provide clear, concise, and accountable information. You will have the desire to continue your professional development, whilst also increasing your technical knowledge in specialist advice areas. About You You will hold the Level 4 Diploma in Financial Advice as a minimum; This can be via the CII, CISI, or LIBF. Level 6 / Chartered status is desired but not essential. You will be a confident, authentic, genuine, and charismatic individual with excellent sales and presentation skills; You must have exceptional interpersonal and organisational skills as-well as possess excellent communication and negotiation skills. You will be driven and highly motivated to achieve and exceed business targets. You must be hard working, enthusiastic, passionate, focused, and articulate with a strong commitment to delivering an excellent client experience and service; It is imperative that you always adopt highly moral, ethical, and professional approaches to your work. You will be eager to develop your career and will therefore possess a strong understanding of how you would like to achieve this; You will be prepared to undergo further study and training where appropriate. You must have excellent knowledge on all areas of financial planning (including investments, pensions, protection, retirement options, and tax planning); You must be able to research, analyse, and interpret a diverse range of information. You will have a strong ability to build and maintain long-term client relationships. You will have the ability to work individually as well as part of a team. You will have strong literacy, numeracy, and IT skills. You will be able to convey complex information, to a wide variety of people with various levels of understanding, both written and verbally.

Our client are looking for a charismatic and driven financial planner to join their team. The firm are eager to find an experienced adviser who can manage an existing book of clients while also developing further business; To ensure that the successful individual can purely focus on client meetings and relationships, full back-office support will be provided. Key Responsibilities You will meet with clients on a regular basis and provide them with a high level of service while conducting meetings in line with company expectations; You must outline with your clients the type of on-going service that they wish to receive. You will plan, work towards, and generate a pipeline that sufficiently meets your pre-agreed business targets; It is crucial that you contact all leads supplied within an agreed timescale and then update the business with progress as/when appropriate. You will always act in a compliant manner and deliver an outstanding level of customer service while ensuring that you constantly adhere to the FCA rules and regulations. You must utilise the research panel when selecting the tailored advice for your clients while ensuring that all client files are kept up to date and well maintained; You must construct reports in line with company standards. You will communicate and liaise effectively with the back-office, management, and marketing teams; It is imperative that you always provide clear, concise, and accountable information. You will have the desire to continue your professional development, whilst also increasing your technical knowledge in specialist advice areas. About You You will hold the Level 4 Diploma in Financial Advice as a minimum; This can be via the CII, CISI, or LIBF. Level 6 / Chartered status is desired but not essential. You will be a confident, authentic, genuine, and charismatic individual with excellent sales and presentation skills. You must have exceptional interpersonal and organisational skills as-well as possess excellent communication and negotiation skills. You will be driven and highly motivated to achieve and exceed business targets. You must be hard working, enthusiastic, passionate, focused, and articulate with a strong commitment to delivering an excellent client experience and service; It is imperative that you always adopt highly moral, ethical, and professional approaches to your work. You will be eager to develop your career and will therefore possess a strong understanding of how you would like to achieve this; You will be prepared to undergo further study and training where appropriate. You must have excellent knowledge on all areas of financial planning (including investments, pensions, protection, retirement options, and tax planning); You must be able to research, analyse, and interpret a diverse range of information. You will have a strong ability to build and maintain long-term client relationships. You will have the ability to work individually as well as part of a team. You will have strong literacy, numeracy, and IT skills. You will be able to convey complex information, to a wide variety of people with various levels of understanding, both written and verbally.

Our client, a successful financial planning firm, are looking for a charismatic and driven financial planner to join their team. Due to recent expansion, the firm are eager to find an experienced adviser who can manage an existing book of clients while also developing further business; To ensure that the successful individual can purely focus on client meetings and relationships, full back-office support will be provided. Key Responsibilities You will meet with clients on a regular basis and provide them with a high level of service while conducting meetings in line with company expectations; You must outline with your clients the type of on-going service that they wish to receive. You will plan, work towards, and generate a pipeline that sufficiently meets your pre-agreed business targets; It is crucial that you contact all leads supplied within an agreed timescale and then update the business with progress as/when appropriate. You will always act in a compliant manner and deliver an outstanding level of customer service while ensuring that you constantly adhere to the FCA rules and regulations. You must utilise the research panel when selecting the tailored advice for your clients while ensuring that all client files are kept up to date and well maintained; You must construct reports in line with company standards. You will communicate and liaise effectively with the back-office, management, and marketing teams; It is imperative that you always provide clear, concise, and accountable information. You will have the desire to continue your professional development, whilst also increasing your technical knowledge in specialist advice areas. About You You will hold the Level 4 Diploma in Financial Advice as a minimum; This can be via the CII, CISI, or LIBF. Level 6 / Chartered status is desired but not essential. You will be a confident, authentic, genuine, and charismatic individual with excellent sales and presentation skills. You must have exceptional interpersonal and organisational skills as-well as possess excellent communication and negotiation skills. You will be driven and highly motivated to achieve and exceed business targets. You must be hard working, enthusiastic, passionate, focused, and articulate with a strong commitment to delivering an excellent client experience and service; It is imperative that you always adopt highly moral, ethical, and professional approaches to your work. You will be eager to develop your career and will therefore possess a strong understanding of how you would like to achieve this; You will be prepared to undergo further study and training where appropriate. You must have excellent knowledge on all areas of financial planning (including investments, pensions, protection, retirement options, and tax planning); You must be able to research, analyse, and interpret a diverse range of information. You will have a strong ability to build and maintain long-term client relationships. You will have the ability to work individually as well as part of a team. You will have strong literacy, numeracy, and IT skills. You will be able to convey complex information, to a wide variety of people with various levels of understanding, both written and verbally.

Role: Independent Financial Planner Package: Up to £60,000 Basic Salary + Bonus + Benefits + Clients Provided Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team; As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support and continued professional development opportunities. Key Responsibilities You will meet with prospective clients on a regular basis and provide them with a high level of service while conducting meetings in line with company expectations; You must outline with your clients the type of on-going service that they wish to receive. You will plan, work towards, and generate a pipeline that sufficiently meets your pre-agreed business targets; It is crucial that you contact all leads supplied within an agreed timescale and then update the business with progress as/when appropriate. You will always act in a compliant manner and deliver an outstanding level of customer service while ensuring that you constantly adhere to the FCA rules and regulations. You must utilise the research panel when selecting the tailored advice for your clients while ensuring that all client files are kept up to date and well maintained; You must construct reports in line with company standards. You will communicate and liaise effectively with the back-office, management, and marketing teams; It is imperative that you always provide clear, concise, and accountable information. You will have the desire to continue your professional development, whilst also increasing your technical knowledge in specialist advice areas. About You You will hold the Level 4 Diploma in Financial Advice as a minimum; This can be via the CII, CISI, or LIBF. Level 6 / Chartered status is desired but not essential. You will be a confident, authentic, genuine, and charismatic individual with excellent sales and presentation skills. You must have exceptional interpersonal and organisational skills as-well as possess excellent communication and negotiation skills. You will be driven and highly motivated to achieve and exceed business targets. You must be hard working, enthusiastic, passionate, focused, and articulate with a strong commitment to delivering an excellent client experience and service; It is imperative that you always adopt highly moral, ethical, and professional approaches to your work. You will be eager to develop your career and will therefore possess a strong understanding of how you would like to achieve this; You will be prepared to undergo further study and training where appropriate. You must have excellent knowledge on all areas of financial planning (including investments, pensions, protection, retirement options, and tax planning); You must be able to research, analyse, and interpret a diverse range of information. You will have a strong ability to build and maintain long-term client relationships. You will have the ability to work individually as well as part of a team. You will have strong literacy, numeracy, and IT skills. You will be able to convey complex information, to a wide variety of people with various levels of understanding, both written and verbally.

Role: Financial Adviser Location: Birmingham Package: Up to £65,000 Basic Salary + Bonus + Benefits + Clients Provided Our client, a well-established and successful wealth management firm that delivers comprehensive and holistic advice to both private and corporate clients, are looking for an experienced financial adviser to join the team; It is vital for this individual to possess the required knowledge, skills, and experience to work on the full spectrum of financial advice. Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic. To be successful within this role, it is imperative that you will be a professional and highly ambitious adviser who can build quick and strong rapport with their clients; Moreover, it will also be crucial for you to maintain long-lasting client relationships while always developing new client relationships or opportunities. Duties and Responsibilities You will provide financial planning to prospective and existing clients; You will constantly strive to fully achieve your clients' financial goals, needs, and objectives. You will meet with prospective clients on a regular basis and provide them with a high level of service while conducting meetings in line with company expectations; You must outline with your clients the type of on-going service that they wish to receive. You must undertake regular professional development to ensure that each client receives up-to-date and appropriate advice; You will always act in a compliant manner and deliver an outstanding level of customer service while ensuring that you constantly adhere to the FCA rules and regulations. You will professionally service the needs of existing clients while creating new opportunities via networking and referrals. You will meet planned business targets in line with business standards while ensuring that all client data, business transactions, and information are recorded in a timely manner; You will subsequently work hard to achieve business quality standards that comply with the firm's procedures as set out in the agreed original (and future) business plan. About You You will hold the Level 4 Diploma in Financial Advice as a minimum; This can be via the CII, CISI, or LIBF. Level 6 / Chartered status is desired but not essential. You will be a confident, authentic, genuine, and charismatic individual with excellent sales and presentation skills; You must also have exceptional interpersonal and organisational skills as-well as possess excellent communication and negotiation skills. You will be driven and highly motivated to achieve and exceed business targets. You must be hard working, enthusiastic, passionate, focused, and articulate with a strong commitment to delivering an excellent client experience and service; It is imperative that you always adopt a highly moral, ethical, and professional approach to your work. You will be eager to develop your career and will therefore possess a strong understanding of how you would like to achieve this; You will be prepared to undergo further study and training where appropriate. You must have excellent knowledge on all areas of financial advice (including investments, pensions, protection, retirement options, and tax planning); You must also be able to research, analyse, and interpret a diverse range of information. You will command a strong ability to build and maintain long-term relationships with clients. You will have the ability to work individually as-well as part of a team. You will have strong literacy, numeracy, and IT skills. You will be able to convey complex information to a wide variety of people with various levels of understanding both written and verbally.

Role: Financial Planner Package: Up to £60,000 Basic Salary + Bonus + Benefits + Clients Provided Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team; As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support. Key Responsibilities You will speak with prospective clients on a regular basis and provide them with a high level of service while conducting meetings in line with company expectations; You must outline with your clients the type of on-going service that they wish to receive. You will plan, work towards, and generate a pipeline that sufficiently meets your pre-agreed business targets; It is crucial that you contact all leads supplied within an agreed timescale and then update the business with progress as/when appropriate. You will always act in a compliant manner and deliver an outstanding level of customer service while ensuring that you constantly adhere to the FCA rules and regulations. You must utilise the research panel when selecting the tailored advice for your clients while ensuring that all client files are kept up to date and well maintained; You must construct reports in line with company standards. You will communicate and liaise effectively with the back-office, compliance, and management teams; It is imperative that you always provide clear, concise, and accountable information. You will have the desire to continue your professional development, whilst also increasing your technical knowledge in specialist advice areas. About You You will hold the Level 4 Diploma in Financial Advice as a minimum; This can be via the CII, CISI, or LIBF. Level 6 / Chartered status is desired but not essential. You will be a confident, authentic, genuine, and charismatic individual with excellent sales and presentation skills; You must have exceptional interpersonal and organisational skills as-well as possess excellent communication and negotiation skills. You will be driven and highly motivated to achieve and exceed business targets. You must be hard working, enthusiastic, passionate, focused, and articulate with a strong commitment to delivering an excellent client experience and service; It is imperative that you always adopt highly moral, ethical, and professional approaches to your work. You will be eager to develop your career and will therefore possess a strong understanding of how you would like to achieve this; You will be prepared to undergo further study and training where appropriate. You must have excellent knowledge on all areas of financial planning (including investments, pensions, protection, retirement options, and tax planning); You must be able to research, analyse, and interpret a diverse range of information. You will have a strong ability to build and maintain long-term client relationships. You will have the ability to work individually as well as part of a team. You will have strong literacy, numeracy, and IT skills. You will be able to convey complex information, to a wide variety of people with various levels of understanding, both written and verbally.

Role: Financial Planner Package: Up to £60,000 Basic Salary + Bonuses + Clients Provided Key Responsibilities You will speak with prospective clients on a regular basis and provide them with a high level of service while conducting meetings in line with company expectations; You must outline with your clients the type of on-going service that they wish to receive. You will plan, work towards, and generate a pipeline that sufficiently meets your pre-agreed business targets; It is crucial that you contact all leads supplied within an agreed timescale and then update the business with progress as/when appropriate. You will always act in a compliant manner and deliver an outstanding level of customer service while ensuring that you constantly adhere to the FCA rules and regulations. You must utilise the research panel when selecting the tailored advice for your clients while ensuring that all client files are kept up to date and well maintained; You must construct reports in line with company standards. You will communicate and liaise effectively with the back-office, compliance, and management teams; It is imperative that you always provide clear, concise, and accountable information. You will have the desire to continue your professional development, whilst also increasing your technical knowledge in specialist advice areas. About You You will hold the Level 4 Diploma in Financial Advice as a minimum; This can be via the CII, CISI, or LIBF. Level 6 / Chartered status is desired but not essential. You will be a confident, authentic, genuine, and charismatic individual with excellent sales and presentation skills; You must have exceptional interpersonal and organisational skills as-well as possess excellent communication and negotiation skills. You will be driven and highly motivated to achieve and exceed business targets. You must be hard working, enthusiastic, passionate, focused, and articulate with a strong commitment to delivering an excellent client experience and service; It is imperative that you always adopt highly moral, ethical, and professional approaches to your work. You will be eager to develop your career and will therefore possess a strong understanding of how you would like to achieve this; You will be prepared to undergo further study and training where appropriate. You must have excellent knowledge on all areas of financial planning (including investments, pensions, protection, retirement options, and tax planning); You must be able to research, analyse, and interpret a diverse range of information. You will have a strong ability to build and maintain long-term client relationships. You will have the ability to work individually as well as part of a team. You will have strong literacy, numeracy, and IT skills. You will be able to convey complex information, to a wide variety of people with various levels of understanding, both written and verbally.

Role : Trainee Financial Adviser Location : London Our client, a well-established and successful financial planning firm, are looking for a trainee adviser to join the team; Ideally, the firm are looking for an adviser who has the base knowledge required to provide holistic independent advice. As a result, it is vital for this individual to possess the required knowledge, skills, and experience to work on the full spectrum of financial advice. Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic. To be successful within this role, it is imperative that you will be a professional and highly ambitious adviser who can build quick and strong rapport with their clients; Moreover, it will also be crucial for you to maintain long-lasting client relationships while always developing new client relationships or opportunities. Duties and Responsibilities You will provide financial planning to prospective and existing clients; You will constantly strive to fully achieve your client's financial goals, needs, and objectives. You will meet with prospective clients on a regular basis and provide them with a high level of service while conducting meetings in line with company expectations; You must outline with your clients the type of on-going service that they wish to receive. You must undertake regular professional development to ensure that each client receives up-to-date and appropriate advice; You will always act in a compliant manner and deliver an outstanding level of customer service while ensuring that you constantly adhere to the FCA rules and regulations. You will professionally service the needs of existing clients while creating new opportunities via networking and referrals. You will meet planned business targets in line with business standards while ensuring that all client data, business transactions, and information are recorded in a timely manner; You will subsequently work hard to achieve business quality standards that comply with the firm's procedures as set out in the agreed original (and future) business plan. About You You will hold the Level 4 Diploma in Financial Advice as a minimum; This can be via the CII, CISI, or LIBF. You will be a confident, authentic, genuine, and charismatic individual with excellent sales and presentation skills; You must also have exceptional interpersonal and organisational skills as-well as possess excellent communication and negotiation skills. You will be driven and highly motivated to achieve and exceed business targets. You must be hard working, enthusiastic, passionate, focused, and articulate with a strong commitment to delivering an excellent client experience and service; It is imperative that you always adopt a highly moral, ethical, and professional approach to your work. You will be eager to develop your career and will therefore possess a strong understanding of how you would like to achieve this; You will be prepared to undergo further study and training where appropriate. You must have knowledge on all areas of financial advice (including investments, pensions, protection, retirement options, and tax planning); You must also be able to research, analyse, and interpret a diverse range of information. You will command a strong ability to build and maintain long-term relationships with clients. You will have the ability to work individually as-well as part of a team. You will have strong literacy, numeracy, and IT skills. You will be able to convey complex information to a wide variety of people with various levels of understanding both written and verbally.

Key Responsibilities You will meet with clients on a regular basis and provide them with a high level of service while conducting meetings in line with company expectations; You must outline with your clients the type of on-going service that they wish to receive. You will plan, work towards, and generate a pipeline that sufficiently meets your pre-agreed business targets; It is crucial that you contact all leads supplied within an agreed timescale and then update the business with progress as/when appropriate. You will always act in a compliant manner and deliver an outstanding level of customer service while ensuring that you constantly adhere to the FCA rules and regulations. You must utilise the research panel when selecting the tailored advice for your clients while ensuring that all client files are kept up to date and well maintained; You must construct reports in line with company standards. You will communicate and liaise effectively with the back-office, management, and marketing teams; It is imperative that you always provide clear, concise, and accountable information. You will have the desire to continue your professional development, whilst also increasing your technical knowledge in specialist advice areas. About You You will hold the Level 4 Diploma in Financial Advice as a minimum; This can be via the CII, CISI, or LIBF. Level 6 / Chartered status is desired but not essential. You will be a confident, authentic, genuine, and charismatic individual with excellent sales and presentation skills. You must have exceptional interpersonal and organisational skills as-well as possess excellent communication and negotiation skills. You will be driven and highly motivated to achieve and exceed business targets. You must be hard working, enthusiastic, passionate, focused, and articulate with a strong commitment to delivering an excellent client experience and service; It is imperative that you always adopt highly moral, ethical, and professional approaches to your work. You will be eager to develop your career and will therefore possess a strong understanding of how you would like to achieve this; You will be prepared to undergo further study and training where appropriate. You must have excellent knowledge on all areas of financial planning (including investments, pensions, protection, retirement options, and tax planning); You must be able to research, analyse, and interpret a diverse range of information. You will have a strong ability to build and maintain long-term client relationships. You will have the ability to work individually as well as part of a team. You will have strong literacy, numeracy, and IT skills. You will be able to convey complex information, to a wide variety of people with various levels of understanding, both written and verbally.