Exciting Opportunity
Join a dynamic team of dedicated professionals offering independent financial and business advice to successful companies and individuals.
This is an ideal chance to become part of a growing company in the Midlands region.
The Role:
The successful candidate will work with our existing and expanding client base, developing relationships and providing professional and trusted advice on an ongoing basis.
Key Responsibilities:
* Exemplary lead handling and generation skills with proven results
* Review and analysis of clients' financial needs followed by detailed solutions
* Providing tailored advice on financial products through face-to-face or online meetings
* Growing client portfolio by identifying markets and building referral bases
Requirements:
To be considered for this role, you must have:
* QFA qualification
* Customer focus with dedication to helping clients reach long-term financial goals
* Experience in building strong and lasting relationships with clients
* Proven success in hitting internal targets
* Excellent communication and regulatory compliance skills
* Proficiency in Microsoft Outlook, Word, and Excel
Benefits:
We offer an attractive salary and benefits package, including:
* Pension scheme
* Bonus opportunities