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Associate

eFinancialCareers
Job LocationBirmingham
EducationNot Mentioned
SalaryCompetitive salary
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Could you help our clients plan for their future through the creation of a personalised financial planCould you help us build our business as we endeavour to shape the future of Financial PlanningThe roleOur local hubs need exceptional people who are customer driven, team players who are excited by the opportunities this presents. Youll be motivated to contribute to a busy and thriving team in order to deliver exceptional customer service to our new andexisting clients. Were looking for energetic, professional people who are excited by the difference they can make.Working with established Personal Wealth Advisers, the Associate will build effective relationships with clients, identifying and addressing their financial needs and acting in the clients best interest at all times. Most of your time will be spent talkingto clients, providing financial advice to review and meet their immediate and ongoing financial goals. Youll have a dedicated area to support, and youll help manage a designated portfolio within the region, writing reports and acting as an introducer foradditional advice when required.As you gain experience in the role you will have the opportunity to learn new skills to build on your existing knowledge, enabling you to progress to a Personal Wealth Adviser.What youll be doing

  • Seeking to understand client needs, aspirations and concerns to ensure they are provided with the right type of personalised support or service
  • Explaining and engaging with clients on the Financial Advice process, the benefits of holistic advice and the on-going service proposition offered by our team to understand how we can help them
  • Conducting meetings with new clients face to face and over the phone/video to review and meet their immediate and ongoing financial needs
  • Working with a small group of advisers, focusing on a specific geographical area which will include a group of LBG branches who have mandate to work with you to provide quality introductions
  • Building practical and client skills, with the support of advisers
Your qualifications & experience
  • Display strong interpersonal skills, with the ability to build new and maintain existing relationships
  • Clear and effective communication skills, both verbal and written
  • Ability to maintain strict confidentiality
  • Ability to work in a fast-paced environment and adapt to change quickly
  • Desire and ambition to build a career within Financial Planning
  • Level 4 diploma qualified
You will be open and welcoming to change, have exceptional problem-solving skills and an ability to stay focused in times of uncertainty. You will seek to develop personal capability and knowledge and maintain a full understanding of the wider marketplaceand industry shifts.Youll show commitment to living the SPW values, behaviours and meeting the Code of Responsibility. You will also ensure your SPS is up to date and professional competencies meet the requirements of your professional institute and SPWs T&C approach.

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