Role: Financial Advisor
My client, a well-established Financial Services Broker based in the city centre, is now looking to add an experienced Financial Advisor to their team. A strong base salary and commission are on offer with a hybrid model in place. There is no expectation to bring a book of business due to the size and reputation of this firm.
Responsibilities:
* Onboard new clients
* Manage own pipeline
* Assess and analyse clients’ financial circumstances to determine their requirements
* Ensure client meetings are conducted in a timely and efficient manner
* Make recommendations and provide solutions to clients’ requirements
* Manage implementation of product recommendations
* Responsible for 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
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