We are seeking a highly skilled Financial Advisor to join our team. In this exciting role, you will work closely with clients to deliver expert financial advice and help them achieve their long-term goals.
Key Responsibilities:
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* Proactively drive revenue by meeting and exceeding targets across life, pension, and investment products.
* Conduct thorough fact-finding to identify and prioritise clients' financial needs.
* Deliver professional, compliant financial advice in line with regulatory and company standards.
* Take ownership of the client experience, ensuring high levels of customer satisfaction.
* Maintain workflow efficiency and meet deadlines in a fast-paced environment.
* Communicate clearly and professionally, both verbally and in writing.
* Use sound judgement to resolve issues and support business goals.
* Consistently achieve personal and team targets through a proactive and results-driven approach.
Required Skills and Qualifications:
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* A QFA qualification is essential; additional industry certifications (e.g. RPA, CFP) are a strong advantage.
* Proven ability to assess client needs and provide tailored financial solutions.
* A successful track record in financial sales - ideally in intermediary or direct-to-consumer channels.
* Highly motivated, commercially minded, and target-driven.
* Confident using Microsoft Office and familiar with ePOS and administration platforms.
Benefits:
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* A competitive base salary with uncapped commission potential.
* Comprehensive training and ongoing professional development.
* A supportive and collaborative team environment.
* Opportunity to develop your career within a reputable, client-focused firm.