Financial Advisor Consultant (FAC)

The Financial Advisor Consultant (FAC) plays a key support role in the financial advisory process by enabling Financial Advisors (FAs) to focus on client interaction and sales. The FAC is responsible for managing the advisor’s diary, preparing files for meetings, handling all related sales administration, and ensuring the successful conversion of leads and appointments into new business (investments).

In addition to new business support, the FAC ensures that clients receive a consistently high level of service, including personalized touches such as birthday messages, newsletters, and other relationship-building activities.

This role combines sales administration, client relationship management, and compliance coordination to enhance advisor productivity and client satisfaction.

Key Responsibilities

1. New Business Support & Target Achievement

• Confirm and schedule appointments in coordination with assigned advisors.
• Prepare all necessary documentation and background information for meetings.
• Convert leads into appointments and appointments into sales.
• Ensure timely follow-up and processing of new business opportunities.
• Assist in managing the advisor's client portfolio to maximize productivity and relationship depth.

2. Client Interaction & Communication

3. Administrative & Operational Support

4. QA & Compliance Documentation

5. Reporting & Performance Monitoring

Required Skills & Competencies

Qualifications

KPIs & Performance Metrics

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