RECRUITMENT
Modern Money
is looking for committed, intelligent financial advisers.
Are you writing good business where you are but feel unrewarded?
Or, perhaps
you feel as if you are stagnating and that those around you do not share
your commitment to the best level of service?
We are building
a team of energetic, forward looking advisers who are interested in working
together and learning from each other in the pursuit of better client
service and developing better solutions for our clients.
We have developed
an approach based on a synthesis of commission and default fees. Most
of our work is still done on success fee basis, however, all work done
beyond the initial meeting is covered by an instruction from the client
and a default fee arrangement. This reduces confusion between client and
adviser, increasing security for both parties.
Our advisers
often work on client situations together bringing their individual skills
to bear in order to maximise the benefit for the client
If you are
interested in being part of this team and have something to bring to the
party; a particular skill, a particular method of marketing or great set
of contacts. Whatever it is, if you are confident in your ability, are
willing to contribute and meet our requirements as laid out below then
we would like to hear from you.
Please email
marcus.paine@modernmoney.co.uk with your CV or and we will contact you
or call on 0207 229 1615.
Experience:
Essential:
· A minimum of 5 years experience on the advising side of Financial
Services.
· Full FPC qualifications.
· The makings of a client bank, OR,
· Access to good sources to facilitate the generation of leads.
Desirable:
· Area of specialist experience and expertise.
· AFPC qualifications.
· Your own client bank.
Skills:
· Ability to take ownership of your own work and responsibility
for delivery.
· Good interpersonal and communication skills.
· Customer focus, an ability to manage customer expectations.
· Able to plan your own work and organise yourself.
· Able to pay attention to detail and complete a task.
· An incisive approach to problem solving.
· Commercially aware, willing and able to contribute to the growth
of a small company beyond your own client work.
Personality
Traits:
· Extrovert who is comfortable with people, able to quickly establish
rapport.
· Resilient and tenacious.
· Able to persevere over time to allow trust and relationships
time to develop.
· Honest.
· A sense of your own integrity.
· Self motivated.
· Self disciplined.
· A team player.
· Flexible and adaptable.
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