Financial advisor

Financial Advisor * Are you an experienced Financial Adviser? * Do you want to work for a well established business? * Do you want career progression opportunities? If so, APPLY NOW! Due to continued expansion we #39;re recruiting an experienced Financial Advisor to join our Mansfield based client on a Permanent basis. Job Duties: * Actively manage a portfolio of clients, providing excellent service and identifying further opportunities through understanding the client rsquo;s needs. * Proactively grow, manage and retain clients, by developing new business opportunities. * Identify opportunities to grow revenue through upselling or cross selling to current client bank. * Actively manage all leads passed from business and professional introducers. * Identify and maximise new sales opportunities. * Attend relevant industry events and identify new business opportunities. * Deliver presentations to potential introducers and employees outlining proposition and service. * Manage the annual review process ensuring compliance. * Maintain accurate management information and data relating to client contact strategies. * Generate appropriate monthly reporting, information, and statistics. * Adhere to compliance standards in all processes, including Treating Customers Fairly. * Manage activities and administration, demonstrating best practise, that will meet or exceed regulatory requirements. Requirements: * Minimum requirement: Level 4 qualification in financial advice recognised by the Financial Conduct Authority * Ability to plan, organise and prioritise workload effectively. * Demonstrates change management leadership skills. * Manages complex relationships. * Able to adapt communication style. * Commercially driven decision-making. Salary: GBP40,000 - GBP50,000 Per Annum. This is a Full time, Permanent position