Aisa Financial Planning is an award-winning financial services firm, based in Devizes, Wiltshire delivering bespoke financial advice and portfolio services to provide comprehensive client-focussed solutions.
We have Financial Planners and Independent Financial 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 and 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 office.
It is planned that we will open an office in Bristol in 2025.
** Responsibilities**
As an adviser member of Aisa Financial Planning, you will:
· Execute strategic business plans to achieve company objectives and exceed revenue targets.
· Identify new business opportunities and nurture relationships with existing clients and professional connections to expand our market presence.
· Be aware of market trends and competitor landscapes, ensuring our edge in the ever-evolving financial services industry.
· Collaborate with other staff members and Advisers within the Aisa group to enhance product offerings and elevate the overall customer communications and experience.
Accountabilities
· writing new client business
· servicing and writing business with existing clients
· implementing business, marketing and sales strategies
· establish a broker desk within the Devizes office
· building business relationships ensuring the suitability of products
Skills
· Proven track record of providing a quality advice service and writing business within the financial services industry.
· In-depth knowledge of financial products, services, and industry regulations.
· Excellent communication and interpersonal skills.
· Ability to develop and execute effective personally tailored sales plans.
· Proactive and results-oriented mindset, focused on surpassing goals and targets.
Knowledge and Experience
· Level 4 qualified in financial advice recognised by the Financial Conduct Authority, preferably wanting to work towards additional qualifications
· Previous experience in a similar position in the financial field
· Financial advisory expertise
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 a covering letter