Our client, a genuine market leader in the execution of wills and estate planning, has recently launched a financial planning service and requires qualified Financial Advisors in various locations to service its existing client base.
Despite only being established for a relatively short period of time, this business has grown rapidly to become one of the largest and most reputable providers of will writing, estate planning and legal services in the UK. Its rapid growth is borne not only out of its ability to embrace the latest technology but, more importantly, its fundamental principal of always putting the client first and at the heart of everything it does.
It boasts a substantial active, engaged client bank comprising more than 120,000 households, built over many years through word of mouth and various marketing channels. The purpose of this role will be to firstly service the requirements of the existing client bank, many of which have requested a financial review. Secondly, working in close conjunction with the existing Will/ Legal Services Consultants, you will attend meetings with prospective clients, generating new business.
You will offer a whole of market financial planning service to the aforementioned clients and prospects, supported by the substantial support service infrastructure of the whole of market, independent IFA network it is partnered with.
Diploma Level 4 qualification is obviously essential in order to offer regulated advice. Current active Competent Advice Status is not necessarily essential, as it has the appropriate systems and controls in order to supervise you back to CAS. However, you must have previous experience of client facing advice and a proven track record of both client care and the ability to convert prospects.
This represents a phenomenal opportunity to join this hugely successful business at a key stage in its growth plans. Excellent terms are on offer, either on an employed or self-employed basis, resulting in substantial overall earnings potential. Clearly the biggest selling point of the role is being entirely client fed, with vast numbers of existing clients and significant volumes of new business generated each and every month.
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Financial Services and General Insurance Recruitment