Financial Advisor
A highly experienced Financial Advisor is sought after by our client, a prominent Financial Services company experiencing rapid growth.
The successful candidate will manage relationships with existing clients while guiding new clients through their financial journey.
Key Responsibilities:
* Manage the client journey from initial contact to ongoing service.
* Analyse and assess clients' financial circumstances to determine tailored solutions.
* Provide expert advice and deliver bespoke financial recommendations.
* Conduct annual reviews and maintain regular client communication.
* Maintain accurate client records and ensure full compliance.
Requirements:
* Hold a QFA designation.
* Demonstrate in-depth knowledge of investments, pensions, protection, and savings products.
* Possess strong consultative skills and ability to engage with clients professionally.
* Show results-driven approach with a focus on achieving objectives.
* Proven ability to work independently and as part of a team.
This is an exceptional opportunity for a dynamic professional to join a client-focused team and take their career to the next level.