Senior Financial Planner About Your New Employer My client is rapidly expanding and offers a fantastic opportunity for those passionate about delivering customer-centric financial planning solutions. They are a market-shaping business with a mission to help customers take control of their money and achieve their financial goals through expert guidance. They offer an attractive salary, commission structure, and employee benefits, including the opportunity to work on a hybrid basis About Your New Job Achieve and exceed sales targetswith a customer-first approach in a compliant manner. Service existing clientsby reviewing policies and identifying value-adding opportunities within their financial plans. Identify and act on referralsto grow the business. Administer DocuSignand manage policy issuance on a daily, weekly, and monthly basis. Maintain high conversion ratesand exceptional customer service, adhering to KPIs. Conduct high-quality reviewswith clients, advising on financial plans while adhering to regulatory standards. Manage client recordsand interactions using the CRM system. Contribute to process improvementthrough feedback and cooperation with support staff. Maintain professional developmentthrough tutorials and seminars. Report activitiesto management and support staff. Collaborate with the teamto maximize lead generation and referrals. What Skills You Need QFA Qualified 4-5+ years experienceas a Financial Planner in the financial services industry. Proficiency with digital solutionssuch as visualisation tools and DocuSign. Excellent interpersonal skillswith the ability to multitask and meet deadlines. Proficiency in Microsoft Office, specifically Excel and Word. Highly motivatedwith strong attention to detail and the ability to take ownership. Strong planning and organization skillswith the ability to prioritize and manage a wide agenda. Whats on Offer Attractive salary and commission structure. Employee benefitsincluding hybrid working option Opportunities for growth and developmentwithin a rapidly expanding company. Supportive work environmentwith a focus on continuous improvement and professional development. Whats Next Apply now by clicking the Apply Now" button or call me, Kerry Legh on. If the job isnt quite right but you are looking for something similar, please get in touch. We also have multiple Temp, FTC, and Contract jobs available. Skills: qfa 'financial advisor' Benefits: Paid Holidays Pension Bonus Permanent Health Insurance