Job Description:
As a Financial Advisor, you will play a pivotal role in delivering expert financial advice to clients. This involves providing personalized guidance on various financial matters, including pensions, investments, and tax-efficient strategies.
Our ideal candidate will have a proven track record of managing and growing client portfolios, with a minimum of 3 years' experience in the financial advisory sector. They will also possess a high level of commercial awareness, enabling them to identify opportunities for business growth and development.
Key responsibilities include conducting thorough research and analysis to recommend financial solutions that meet clients' diverse needs. You will also be responsible for driving new business growth through referrals, self-generated leads, and existing client relationships.
* Manage and grow an existing portfolio of clients
* Conduct thorough research and analysis to recommend financial solutions
* Drive new business growth through referrals and self-generated leads
Required Skills and Qualifications:
* QFA qualified
* CFP is a distinct advantage
* Demonstrable experience in financial advisory with a proven track record of managing and growing client portfolios
Benefits:
* Competitive salary
* Performance-based incentives
* Hybrid working setup
* Opportunities for professional growth and development
Others:
If you are looking for a challenging and rewarding career opportunity in the financial advisory sector, we encourage you to apply.