Job: Independent Financial Advisor

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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