Bma Financial Adviser

A highly regarded and leading IFA practice are recruiting for a BMA Financial Adviser to join their Birmingham office.

The successful individual will offer holistic and compliant financial planning to prospective & existing BMA members & Clients.

You will meet above average industry business quality and service standards
and provide exceptional client service .

Main Duties:

– To work to the Professional Development scheme requirements and regulatory standards as issued by the company
– Undertake regular and frequent fact-finding, presentation, and servicing review meetings with line management and other company facilitators
– To develop and action an acceptable and effective business plan with your Manager.
– To agree at outset with all clients the level of service they should expect depending on whether they are active or transactional clients.
– To provide excellent client service to your active client bank and provide at least one servicing meeting per annum.
– To contact all leads supplied in an agreed timescale and to provide feedback on all leads via agreed business processes.
– To generate a business pipeline level sufficient to meet your business targets.
– To maintain and ensure client files are kept up to date to ensure the audit trail of advice, service and transactions is maintained in full accordance with business standards.
– To construct Investment Reports ensuring all information is correct
– To ensure the IT systems are used and information on them kept up to date
– To provide sufficient Management Information to respond to the needs of line management to understand the business activities you are or want to be engaged in.
– Undertake ongoing continuous professional development and increase technical knowledge in specialist areas

Requirements:

– Ideally have achieved Diploma Status or working towards this
– 2-3 years experience
– High level of confidence with sales and presentational skills
– Exceptional interpersonal skills and telephone manner
– High quality of personal organisational skills
– Drive and motivation to deliver business targets
Ability to work in a team environment
Eagerness to learn and develop skills and knowledge continually
IT literate

If you would like to apply for this vacancy, please contact Robert Pender