Job Title: Senior Financial Advisor
Reporting to:
Premier & Choice Manager
Department:
Planning
We have an exciting opportunity for an ambitious, highly proactive Qualified Financial Advisor (QFA) to join our team.
As a senior financial advisor, you will be responsible for both new and existing clients. Your role will involve ensuring our existing clients continue to receive expert advice and meeting with a steady flow of new clients coming onboard as they start their journey with us.
The Premier & Choice service provides comprehensive financial solutions to individuals and families. As a key member of our team, you will be responsible for managing the client journey from initial consultation to ongoing support and review.
Key Duties include:
* Managing the client journey for both new and existing clients
* Assessing and analysing clients' financial circumstances to determine their requirements
* Making recommendations, sharing expert advice and providing solutions to clients
* Serving our existing clients through annual reviews and ongoing communications
* Collating all client information into relevant files while maintaining a high level of compliance
Required Skills and Experience:
To be successful in this role, you will need:
* A QFA designation
* Expert knowledge of investments, pensions, protection and savings products
* Confidence in interacting with clients in a professional manner
* Results-driven and objective focused approach
* Ability to work as part of a team and cross functionally
* Knowledge of Wealthtrack and Voyant would be a significant advantage
Why Work with Us?
We offer:
* Excellent remuneration packages
* Attractive commission structure
* Hybrid, flexible working model (4 days from home / 1 day in office)
* 25 days annual leave
* E employer pension contributions up to 10%
* Income protection / Death In Service benefits