Financial Adviser – Retention & Client Growth

** CANDIDATES MUST HOLD UK LEVEL 4 IN FINANCIAL ADVICE **

One of Quilter's partner firms who are based in Bristol are currently looking to recruit an experienced Financial Adviser on an employed basis to join their company.

Responsibilities of the role

• Servicing of existing client bank which comprises business owners, managers, retirees and their family members.
• Working alongside existing professional introducers and nurturing these relationships.
• Networking locally with other professionals to identify clients within the firms target market.
• Partaking in network and team meetings including sharing knowledge and best practice to maintain CPD requirements.
• Fitting in to a small, established process-driven team.
• Sourcing own work as well as being provided with centrally sourced opportunities.

Skills required

• Personal organisation

Knowledge preferred

Minimum of 3 years advising experience

Knowledge and direct experience with clients of:

• Proven experience of servicing, retaining or inheriting an existing client bank
• Success in building long-term client relationships

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