Job: Independent Financial Advisor

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  • Title Independent Financial Advisor
    Categories Latest Jobs in Gibraltar
    Location Gibraltar
    Job Information

    Independent Financial Adviser (all levels)

    To consistently provide a range of wealth management and independent financial services to prospects and clients in accordance with agreed business plan.

    Key Responsibilities:

    • Proactively seek out and nurture new prospects, clients and professional intermediaries.
    • Respond to and follow up sales enquiries by, telephone, email and personal visits.
    • Build profitable relationships with prospects and clients by understanding their financial needs and providing appropriate solutions.
    • At all times provide ethical and best advice following procedures set out in advisers’ manual.
    • Ensure all sales and regulatory data is accurately recorded and presented in a timely manner.
    • Prepare recommendation letters client and intermediary correspondence in line with four eyes principle.
    • Provide regular portfolio performance & financial reviews for own clients.
    • Provide support and participate in marketing activities such as golf days, exhibitions and seminars.
    • Liaise and attend meetings with other company functions necessary to perform duties and aid business and organisational development.
    • Attend training meetings and courses where required to develop relevant knowledge and skills.
    • Provide cover or help to other team members as and when necessary.

    Personality:

    • Self‐driven, results‐oriented with a positive outlook, and a clear focus on providing high
    • quality advice
    • A natural forward planner who critically assesses own performance
    • Mature, credible, and comfortable in dealing with all types of prospects and clients
    • Reliable, tolerant, and determined
    • A good empathic communicator well presented, business like and accountable
    • Able to get on with others and be a team‐player

    Business and Selling Skills:

    • Must be an excellent face‐to‐face, telephone and written communicator
    • Able to demonstrate success and experience at achieving genuine sales targets in financial services environment.
    • Must possess relevant qualifications to satisfy regulatory requirements

    Organisational Skills:

    • Must be accurate, numerate, able to prioritise work and ensure new business is processed quickly and efficiently

    Communication Skills:

    • Must be able to communicate clearly with management and colleagues to ensure objectives are achieved
    • Expected to take an active role at team meetings to progress common goals
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