Senior Financial Planner
We are seeking ambitious professionals to join our sales team.
About Our Team
We provide innovative financial solutions for clients, including protection, pensions, savings, investments, mortgages, and personal and business financial planning.
Our financial planners and advisors have the full support of our administration department, allowing them to focus on advising and serving customers effectively.
Responsibilities
* Identify sales opportunities from existing client relationships and new customer inquiries, proposing suitable financial solutions.
* Provide professional, compliant, and expert advice regarding identified needs and opportunities.
* Ensure adherence to prescribed procedures, working methods, and industry regulations.
* Meet agreed targets and standards.
Requirements
* QFA certification, CFP preferred.
* Excellent financial advisory sales skills.
* Deliver a high level of customer service via phone, email, web-meetings, and face-to-face meetings.
* Maintain productive relationships with colleagues and management.
* Previous experience as a financial advisor in a financial services brokerage or institution.
* Experience operating a CRM system is preferable but not required.
Why Join Us?
* High-intent customer enquiries delivered directly to your CRM.
* Employee pension available, DIS, and income protection benefits.
* Employee wellness programme.
* Competitive salary with uncapped commission and bonus.
* Full support from the administration department.
* Full training and support programme.
* Fully supported development and education programme.
* Broker centre and CRM to assist with streamlining processes.
* Hybrid and remote working arrangements.
* Very competitive remuneration package.