Our client, a well-established Financial Brokerage that has experienced recent growth through acquisition, has an exciting opportunity for an ambitious Financial Advisor to join the team.
The successful candidate will have a client-centric approach whilst being sales-focused and self-motivated.
Responsibilities
* Responsible for the ongoing management of a Book of existing clients.
* Developing long-standing relationships with new and existing clients to ensure repeat business.
* Ability to assess and analyze clients' financial circumstances to determine their requirements.
* Make recommendations and provide solutions to clients' requirements.
* Manage implementation of product recommendations.
* Prepare regular existing client portfolio reviews.
* Contacting prospective customers and delivering on their life and pension requirements.
* Ensure Client CRM is kept updated and all information input correctly.
* Ensure a high level of product knowledge.
* Weekly communications with the Sales Manager to ensure sales targets are achieved and/or surpassed.
Requirements
* Proven experience in a similar Financial Advisory position, ideally within a retail intermediary/brokerage.
* Can demonstrate business development and relationship management skills.
* QFA Qualified (at a minimum).
* First-rate knowledge of life, pensions, and investment products.
* Excellent communication & interpersonal skills to include face-to-face client interactions and a confident phone manner.
* Excellent IT skills. Must be proficient with Microsoft Office.
* Self-motivated, driven, solution-focused, and able to work on your own initiative.
* Ability to work as part of a team and contribute to the continued positivity and growth of the company.
* Able to operate and demonstrate the highest levels of integrity.
* Identify potential upsells to cross-sell products and future sales opportunities.
* Understanding and appreciation of adhering to compliance and regulatory guidelines.
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