Senior Financial Advisor Job Description
We are seeking a seasoned Senior Financial Advisor to join our team at a leading Wealth Management Company.
Key Responsibilities:
* Engage with clients to provide tailored financial solutions in income protection, wealth management, and financial services.
* Generate leads and offer financial advice to both new and existing clients.
* Nurture relationships with a diverse client portfolio and identify new business opportunities through internal and external channels.
* Achieve sales targets and contribute to team-based goals while adhering to financial regulatory standards and codes.
Requirements:
* Mandatory third-level qualification and QFA designation.
* Progress toward CFP qualification advantageous.
* At least 5 years of advisory experience in financial services with a proven track record in cultivating and expanding client relationships.
* Strong understanding of investment products, markets, and risk/return principles.
* In-depth knowledge of pension products and tax guidelines.
* Excellent interpersonal skills, problem-solving, and relationship management abilities.
* Ability to plan, organize, and manage tasks efficiently.
* Flexibility, adaptability, and strong business conduct regulations understanding.
* High level of accuracy, attention to detail, time management, and prioritization skills.
* Self-motivation and ability to work independently toward new business goals and targets.