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This range is provided by 360 Search. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
360 Search are working alongside an established, forward thinking Financial Services Intermediary Firm, operating across Life & Pensions, Wealth Management, Employee Benefits & Mortgages.
Due to continued demand through new business leads and existing clients, they are seeking to add another Financial Advisor to the existing team, someone who wants to join an energetic firm that uses best-in-class tech solutions to provide financial advice for clients.
This opportunity will suit a Financial Advisor with some level of prior experience, who is keen to develop their career, surrounded by a supportive team and Manager.
Responsibilities
* Developing relations with new business clients offering them impartial financial advice.
* Providing continuous support and advice for existing book clients on a yearly basis.
* Utilizing new business leads to convert potential clients.
* Participate in Business Development activities to build your client portfolio, personal network and brand.
* Carrying out full financial reviews and offering advice across Pension, Protection, Investment & Savings policies.
* Discuss and explain all recommendations to clients clearly and answer any questions they may have.
* Build and maintain lasting professional relationships with clients.
Qualifications
* Ideally 2+ years’ of industry experience i.e. Life and/Pensions experience & knowledge
* Proven experience in a client-facing advisory position within a Brokerage or Life Company
* QFA qualified at a minimum
* Strong understanding of the pensions and investment market
* Excellent interpersonal skills
* Proven track record of meeting targets.
* Ability to conduct a client meeting via Video Conferencing technology
Seniority level
* Associate
Employment type
* Full-time
Job function
* Sales, Business Development, and Consulting
Industries
* Financial Services, Pension Funds, and Investment Advice
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