**Senior Financial Advisor Role Overview**
At our leading Wealth Management Company, we seek a skilled Senior Financial Advisor to deliver exceptional financial solutions in income protection, wealth management, and financial services.
Key Responsibilities:
* Engage with clients to provide tailored recommendations and offer expert financial advice
* Generate leads and manage relationships with a diverse client portfolio
* Identify new business opportunities through internal and external channels
* Achieve sales targets and contribute to team-based goals
* Ensure compliance with financial regulatory bodies' standards, codes, and regulations
Requirements:
* Minimum third-level qualification and QFA designation
* Progress toward CFP qualification advantageous
* At least 5 years of advisory experience in financial services
* Strong understanding of investment products, markets, and risk/return principles
* In-depth knowledge of pension products and tax guidelines
* Excellent interpersonal skills and problem-solving abilities
* Flexible and adaptable with a solid understanding of business conduct regulations
* High level of accuracy, attention to detail, and ability to prioritize tasks
This is an exciting opportunity to join our team and contribute to the success of our Wealth Management Company. If you possess the required skills and experience, please apply for this role.
Our company specializes in sourcing professionals for key industries and services. For more information, visit our website.