Our client seeks an experienced, ambitious, and self-motivated Life & Pensions Financial Advisor to join their successful and growing organisation.
Duties and Responsibilities:
• Identify financial services needs with potential and existing clients
• Provide professional advice and consultation, respecting clients' needs, and make recommendations ensuring adherence to compliance regulations and standards.
• Offer ongoing service and advice to clients, fostering strong relationships.
• Meet agreed targets and standards, working as part of a team or independently.
Desired Skills and Experience:
The ideal candidate is a (QFA) Qualified Financial Advisor with at least 4 years' experience in a Financial Advisor role. They should have a proven track record in client-facing meetings, with responsibility for target delivery.
Prior experience in a face-to-face Life & Pensions Advisor role, either in a brokerage or banc assurance environment, is essential.
Additionally, the candidate must possess excellent communication skills, be motivated, and have the ability to work on their own initiative and as part of a team.
Candidates will undergo all necessary compliance and legal background checks before being selected.