Role: Financial Advisor
My client, a well-established Financial Services Broker based in the city centre are now looking to add an experienced Financial Advisor to their team. Strong base salary and commission on offer with hybrid model in place. No expectancy to bring a book of business due to the size and reputation of this firm.
Responsibilities:
- Onboard new clients
- Manage own pipeline
- Ability to assess and analyse clients’ financial circumstances to determine their requirements
- Ensure client meetings are conducted in a timely efficient manner
- Make recommendations and provide solutions to client’s requirements
- Manage implementation of product recommendations
- Responsible for the compliance around new product implementation
Required skills and experience:
- Must have QFA designation
- Confident with clients
- A proactive approach to developing this function
- Results-driven & objective focused
- Self-starter with a high degree of initiative without needing direction
- Expert knowledge of investments, pensions, protection, and savings products
- Ability to work as part of a team
- Proficiency in Microsoft Office, Excel, and Microsoft Outlook
- Ability to be flexible and adaptable
- Knowledge of Wealthtrack and Voyant would be a significant advantage
For more information please reach out to me directly [email protected] or 0872022512. #LI-RW
