Independent Financial Adviser – Employed Job Description Template
Our company is looking for a Independent Financial Adviser – Employed to join our team.
Responsibilities:
- Maintain and ensure client files are kept up to date;
- Ensure on-going continuous professional development;
- Generate a business pipeline to meet your targets;
- Compile accurate investment reports that reflect client requirements and meet internal business standards;
- Provide financial planning to prospective and existing clients;
- Follow up on all inquiries in a timely manner;
- Undertake regular fact-finding, presentations, and service review meeting with clients;
- Identify new business opportunities.
Requirements:
- Level 4 Diploma Qualified;
- Proven track record of working as a Financial Adviser;
- The motivation and drive to exceed business targets.