Role Description As a key member of the Financial Planning (national) team, the New Client Adviser will focus on on-boarding new business, the majority of which will be generated from our Parent Company. Providing prospective clients with holistic financial planning advice and excellent client service to support the on-boarding of clients and managing clients through their initial interactions with business. Great financial advice puts the clients first and supports them in planning their future goals, ensuring they have effective protection and investment strategies in place. Key AccountabilitiesEnsure you meet the needs of clients by prioritising your time to engaging new clients and providing holistic adviceMeet new clients virtually over the phone/video, conducting meetings and providing holistic financial advice to review and meet their immediate financial goalsBuild client relationships to identify and address clients'' financial needsOwn the client relationship - in the main up to the first three months of being a client at which point you will hand the client across to the ongoing relationship team, liaising throughout to ensure first class standards of serviceAdapt to enhance relationships with clients and increase opt-in rates for Ongoing Advice Service.Seek to develop personal capability and knowledge and maintain a full understanding of the wider marketplace and industry shiftsSupport approach to leading others to joint goalsCommit to the business values, focusing