Job Description
We are seeking a highly skilled Senior Financial Advisor to join our team at a leading Wealth Management Company.
Main Responsibilities
* Provide clients with tailored financial solutions in the areas of income protection, wealth management, and financial services.
* Engage with clients, generate leads, and offer personalized recommendations.
* Nurture relationships with a diverse client portfolio and identify new business opportunities.
* Achieve sales targets and contribute to team-based goals.
Requirements
* A minimum of a third-level qualification, along with the QFA designation.
* Progress toward the CFP qualification is advantageous.
* At least 5 years of advisory experience in financial services, with a proven track record in cultivating and expanding client relationships.
Key Skills
* Strong understanding of investment products, markets, and risk/return principles.
* In-depth knowledge of pension products and related tax guidelines.
* Excellent interpersonal skills, problem-solving ability, and time management.
* Flexible and adaptable to changing situations.
About Us
We specialize in sourcing professionals for key industries and services. If you are interested in this role, please see our website for more details.