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Role: Financial Advisor

Location: DE21, Wyvern Business Park, Derby

Hours of work: 09:00 – 17:00 Monday – Friday (37.5 hours per week)

Salary: £35,000 - £40,000 Per Annum + Bonus (OTE: £70,000 - £75,000)

Our company has a clear and compelling vision that sets it apart as a unique company to work for. Our vision is to change the way people think about financial advice. The company is dedicated to providing intergenerational solutions and making financial advice accessible and affordable to everyone, and we’re dedicated to closing the Advice Gap.

Our purpose is to keep families together by offering all family members access to advice that protects what is important now and in the future. This involves implementing a thorough, robust, and relevant financial plan that coexists with a clients legal, estate, and inheritance plan

We’re facing the Great Wealth Transfer head on and are keen to grow our financial advice company with career focussed individuals, early on in their journey.

The mission of our company is to help people live a life they love by supporting them in achieving their goals, dreams, and objectives. The company aims to nurture and manage clients' finances both now and in the future, making it easier for them to understand and build a financial legacy

We are a high support, high challenge, growing company that provides a unique and exciting opportunity for the right financial advisor to propel their career to the next level.

Why Join us?

* Client Leads Provided: All client leads are provided to you by a law firm specialising in wills and estate planning within our Group company, removing the requirement to self-source all of your customers. This unique selling point within the industry ensures that your diary is always full, leading to higher conversions and increased earnings potential. Plus, having a steady stream of qualified leads means you can achieve your targets more easily and enjoy a more rewarding and successful career.

* AI Support: Our AI support for paraplanning means quicker and more accurate reports to your clients than the traditional paraplanning route1. This allows you to spend more time focusing on what you do best—selling and building relationships with clients. With faster report writing, you can handle more clients efficiently, leading to higher conversions and increased earnings. Plus, accurate reports ensure that your clients receive the best possible advice, enhancing your reputation and client satisfaction

Key Responsibilities:

* Focus on new business to reduce the Advice Gap and make financial advice accessible and affordable to everyone

* Establish client relationships to support the growth of the company through strong client conversions from initial appointments

* Deliver the end-to-end sales process and conduct fact-find meetings with prospective customers

* Prepare sound financial plans to ensure clients meet their financial goals and customize plans according to clients’ changing needs

* Deliver outstanding customer service and satisfaction, including annual client reviews where applicable

* Generate new business through existing client referrals

* Maintain impeccable levels of personal and professional integrity, updating knowledge of regulations, practices, and financial products

* Admin support to manage your diary, book all client appointments, and facilitate a smooth client/advisor journey to drive optimum results for all

Key Attributes:

* Minimum 2 years of experience providing financial advice across investments, pensions, and protection

* Diploma level 4 qualified

* Current Statement of Professional Standing

* Performance-hungry, driven, and motivated individual delivering strong quality measures

* Strong knowledge of compliance and delivering exceptional customer outcomes.

* Positive, optimistic individual who thrives in a growth environment and is adaptable to change

* Willingness to travel to clients as required