Senior Financial Advisor
We are seeking a highly skilled Senior Financial Advisor to join our team at Wallace Myers International Recruitment Agency.
The ideal candidate will be responsible for providing clients with expert financial solutions in income protection, wealth management, and financial services.
* Engage with clients to understand their needs and provide tailored recommendations.
* Offer financial advice to both new and existing clients, helping them achieve their long-term goals.
* Nurture relationships with a diverse client portfolio, identifying opportunities to expand and deepen connections.
* Develop and implement strategies to identify and capitalize on new business opportunities through internal and external channels.
* Achieve set sales targets and contribute to the success of the team by working towards shared goals.
* Maintain compliance with financial regulatory standards, codes, and regulations.
Requirements:
* A minimum of a third-level qualification, including QFA designation.
* Progress toward CFP qualification is advantageous.
* No less than 5 years of advisory experience in financial services, with a proven track record in cultivating and expanding client relationships.
* Deep understanding of investment products, markets, and risk/return principles.
* In-depth knowledge of pension products, tax guidelines, and technical details.
* Exceptional interpersonal skills, problem-solving ability, and relationship management.
* Ability to plan, organize, and manage tasks efficiently, adapting to changing situations.
* Familiarity with business conduct regulations and ability to work effectively as part of a team.
* High level of accuracy, attention to detail, and excellent time management skills.
* Self-motivation and ability to work independently toward new business goals and targets.