We are seeking a skilled Senior Financial Planner to provide expert advice and solutions for financial needs.
Job Responsibilities:
* Identify and capitalize on sales opportunities from existing client portfolios and inbound customer enquiries.
* Offer professional and compliant advice tailored to client needs and financial goals.
* Adhere to all prescribed procedures, industry regulations, and company standards.
* Maintain and develop client relationships to ensure high levels of customer satisfaction.
* Collaborate with colleagues and management to meet agreed targets and objectives.
Requirements:
* Minimum qualification as a Qualified Financial Advisor (QFA).
* Previous experience as a Financial Advisor within a financial services environment.
* Proven ability in financial advisory sales and customer service.
* Familiarity with CRM systems is beneficial but not essential.
Desirable Skills:
* Strong knowledge of life, pension, and investment products.
* Background in business and executive financial planning.
* Ability to manage customer enquiries effectively using a CRM system.
Benefits:
* Comprehensive benefits package including company pension scheme and employee wellness programmes.
* Competitive salary with uncapped commission opportunities.
* Support for professional development and training.
Working Hours & Benefits:
Monday to Friday, standard daytime hours. Remote working arrangements.