Independent Financial Advisor

Aisa

Financial Planning

is an award-winning financial services firm, delivering bespoke financial advice and portfolio services to provide comprehensive client-focussed solutions.
We have Financial Planners and Independent Advisers who follow an ethics-based culture wholly built around our clients tailored needs.

Join our team
We are committed to deliver exceptional service to our clients.
We are in search of a dynamic and results-driven office based financial adviser to provide services to our existing and new clients and help to establish a broker desk in our Devizes offices.

It is planned that we will open an office in Bristol in 2025.

Responsibilities
As an adviser member of Aisa Financial Planning, you will:
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Execute strategic plans to achieve company objectives and exceed revenue targets.
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Identify new business opportunities and nurture relationships with existing clients and professional connections to expand our market presence.
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Be aware of market trends and competitor landscapes, ensuring our edge in the ever-evolving financial services industry.
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Collaborate with other staff members and Advisers within the Aisa group to enhance product offerings and elevate the overall customer communications and experience.

Accountabilities
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writing new client business
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servicing and writing business with existing clients
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implementing business and sales strategies
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implementation of marketing strategies
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establishing and building business relationships ensuring the suitability of products

Skills
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Proven track record of providing a quality advice service and writing business within the financial services industry.
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In-depth knowledge of financial products, services, and industry regulations.
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Excellent communication and interpersonal skills.
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Ability to develop and execute effective personally tailored sales plans.
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Proactive and results-oriented mindset, focused on surpassing goals and targets.

Knowledge and Experience
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Level 4 qualified in financial advice recognised by the Financial Conduct Authority, preferably wanting to work towards additional qualifications
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P revious experience in a similar position in the financial field
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F inancial advisory expertise

Remuneration
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Salary of £40,000-£50,000 plus bonus
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Additional performance bonuses
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25 days of statutory paid holiday

If you’re ready to make a significant impact with a leading financial services company and are looking to drive your career forward then submit your CV with covering letter to [email protected]

Aisa Financial Planning is an equal opportunity employer and we welcome candidates from all backgrounds to apply and be part of our professional team.

aisagroup.org