Senior Financial Advisor
About the Role
We are seeking a highly skilled Senior Financial Advisor to join our team at {company}. As a key member of our wealth management team, you will be responsible for providing clients with tailored financial solutions in the areas of income protection, wealth management, and financial services.
Key Responsibilities
* Engage with clients to understand their financial needs and provide personalized recommendations
* Offer expert financial advice to new and existing clients, leveraging your knowledge of investment products, markets, and risk/return principles
* Develop and maintain strong relationships with a diverse client portfolio, identifying opportunities to expand existing relationships and cultivate new ones
* Identify and pursue new business opportunities through various internal and external channels
* Achieve set sales targets and contribute to team-based goals, demonstrating a high level of accuracy and attention to detail
* Ensure compliance with financial regulatory bodies' standards, codes, and regulations
Requirements
* A minimum of a third-level qualification, including the QFA designation, with progress toward the CFP qualification advantageous
* At least 5 years of advisory experience in financial services, with a proven track record in cultivating and expanding client relationships
* Strong understanding of investment products, markets, and risk/return principles
* In-depth knowledge of pension products, their technical details, and related tax guidelines
* Excellent interpersonal skills, problem-solving abilities, and relationship management skills
* Able to plan, organize, and manage tasks efficiently, with a flexible and adaptable approach to changing situations
* Solid understanding of business conduct regulations and ability to work effectively as part of a team
If you are a motivated and experienced financial professional looking to take your career to the next level, we encourage you to apply for this exciting opportunity to join our team at {company}.