Job Title: Financial Advisor
We are seeking a highly motivated and experienced Financial Advisor to join our dynamic team. As a key member of our team, you will work closely with our clients to develop relationships and provide professional advice on their financial needs.
About the Role:
The successful candidate will be responsible for:
* Reviewing and analyzing clients' financial needs and providing tailored advice on available financial products.
* Building strong relationships with clients through face-to-face or online meetings.
* Growing client portfolios by identifying markets and building referral bases.
Requirements:
* QFA qualification (mandatory)
* Excellent customer focus and communication skills (verbal and written)
* Proven success in hitting internal targets and meeting regulatory compliance requirements
* Proficient in Microsoft Outlook, Word, and Excel
Benefits:
* Attractive salary and package in line with experience
* Pension bonus
* Work-from-home options
Skillset:
* Financial advisory
* Retirement planning
* Funds management