Financial jobs in Coate

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

Aisa Group 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 Advisers who follow an ethics-based culture wholly built around our clients tailored needs. Operations Manager Purpose The role holder will have a hands-on role, leading the AISA Financial Planning and OpesFidelio Financial Planning Operations teams to deliver high quality service to all customers, network partners and stakeholders. Role Dimensions The Operations team currently comprises of 12 staff and covers - client service & administration - finance administration - investment analysis - Financial Conduct Authority (FCA) compliance - general office management - liaison with outsource providers, e.g. marketing and IT - As business targets are achieved it is expected that the team will grow to support the expanded business. The role holder will report to the senior management of AISA FP. ** This is a hybrid based role with the successful candidate expected to be in the Wiltshire office, full time for the first 3 months, then operate on an agreed combination basis of 3 days per week thereafter.** The office is currently based in Devizes, Wiltshire but plans are in place to look to open an office in Bristol for 2025, which will be part of your role to lead. Role Expectations The role holder has overall responsibility for: · Leading the Operations teams to provide a first-class service to customers and other stakeholders. · Prioritising resources to ensure that the team achieves its agreed objectives. Shaping the Operations function so that it continues to fulfil its objectives as the business grows. · Ensuring that processes are effective, efficient and compliant. · Creating an evolving and best-practice operational structure. · Driving operational excellence, working with the team to identify opportunities to improve processes and deliver excellent customer outcomes. · Ensuring that controls are in place throughout the operations function to ensure that process outputs are accurate and compliant. · Co-ordinating administrative resources and teams. · Working with individuals in the team to develop their contribution to the overall service and delivery. · Leading projects (e.g. implementation of new regulatory requirements) to a successful conclusion meeting time, cost and quality requirements. · Operating the required people processes. · Managing the Operations budget. · Working with the senior management to agree operational objectives and putting plans in place to fulfil these objectives. · Agreeing relevant KPI’s with senior management and ensuring that progress is reported on the agreed frequency. Skills & Experience Required · Previous experience of working in financial services highly preferable. · Previous experience of leading a diverse UK and International team. · Knowledge & understanding of effective operational management techniques. · Excellent communication and influencing skills. · An understanding of the UK and global regulatory frameworks that a financial adviser firm operates within. Qualifications · Level 4 qualification in financial advice recognised by the Financial Conduct Authority (FCA) preferable · additional certifications · previous experience in a similar position in the field Benefits Salary on request dependent on experience 25 days of statutory paid holiday Benefits package to be agreed Aisa Financial Planning is an equal opportunity employer. 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