Financial Planner

Sophisticated Recruitment are working with a large and successful financial advisory firm with a national presence. This role will be home based but client meetings will be in the vicinity of Newcastle and/or Edinburgh so you must be able to commute to these areas Job responsibilities Providing holistic financial planning solution to private client with assets in excess of 160k across the full suite of financial planning solutions. Build a client base via existing and created prospects and then deliver excellent financial planning, advice, and service.

Maintain & nurture existing client relationships, identifying and fulfilling new advice needs where appropriate. Generate new client enquiries and generates advice income from these. Undertake sales and marketing activity in line with local/regional/ national plans.

Work to achieve or exceed annual new business revenue target. Provide expert independent advice to designated clients in compliance with relevant regulations ...