Senior financial advisor

Senior Financial Advisor

Reporting to: Premier & Choice Manager

Department: Planning

We are seeking an ambitious, highly proactive Qualified Financial Advisor (QFA) to join our Choice Team within Prosperous Financial.


Key Responsibilities:

* 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 existing clients through annual reviews and ongoing communications


Required Skills and Experience:

* QFA designation is essential
* Expert knowledge of investments, pensions, protection, and savings products
* Confident interacting with clients in a professional manner
* Results-driven & objective focused
* Able to work as part of a team and cross-functionally
* Knowledge of Wealthtrack and Voyant would be a significant advantage


Why Work with Us:

* Excellent remuneration packages
* Attractive commission structure
* Hybrid, flexible working model (4 days from home / 1 day in office)
* 25 days annual leave
* Employer pension contributions up to 10%