Financial Advisor Role at a Leading Financial Services Broker
We are seeking an ambitious and self-motivated Financial Advisor to join our team. This is a fantastic opportunity for someone looking to advance their career in financial services.
Your Key Responsibilities:
* Meet with clients, both new and existing, to discuss their financial needs and goals.
* Identify opportunities for growth and implement effective strategies to increase business.
* Conduct annual reviews to ensure client satisfaction and identify areas for improvement.
* Foster strong relationships with clients to encourage referrals and repeat business.
* Respond promptly to client inquiries and communications.
Your Qualifications and Skills:
* Hold a minimum of QFA qualification.
* Possess 2-3 years' experience in a similar role, preferably within the financial services industry.
* Demonstrate strong sales skills and excellent written and verbal communication abilities.
* Show a commitment to putting clients' interests first and being part of a collaborative team environment.
* Be proficient in MS Office applications, including Word, Excel, and Outlook.
About Our Team
Our company offers a dynamic and supportive work environment where you can grow and develop your skills. As a key member of our team, you will have the opportunity to build long-term relationships with clients and contribute to the success of our organization.