Independent Financial Advisor in Devizes

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:

·      Execute strategic 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 and sales strategies

·      implementation of marketing strategies

·      establishing and 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

Remuneration

·      Salary of £40,000-£50,000 plus bonus

·      Additional performance bonuses

·      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

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

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