Financial Advisory Role - A Key Position in Our Organisation
Job Description
* Provide expert financial advice and consultation services to existing and prospective clients.
* Conduct thorough assessments of clients' financial needs and develop tailored solutions.
* Maintain ongoing relationships with clients, delivering exceptional service and ensuring full compliance with industry standards.
* Collaborate with colleagues to achieve organisational goals and targets.
* Stay up-to-date with industry developments, best practices, and regulatory requirements.
Key Skills and Qualifications
* Qualified Financial Advisor (QFA)
* Minimum 5 years' experience as a Financial Advisor within local markets.
* Demonstrated track record of success in client-facing advisory roles with responsibility for achieving targets.
* Previous experience working in a face-to-face Life & Pensions advisory environment, either in a brokerage or banking sector.
* Excellent interpersonal and communication skills.
* Self-motivated with the ability to work independently and within a team environment.
Requirements
1. Identify financial services needs with both existing and prospective clients.
2. Provide professional, customer-focused financial advice and consultation.
3. Make recommendations and present solutions tailored to client needs, ensuring full compliance with industry regulations and standards.
4. Deliver ongoing service and maintain strong, long-term client relationships.
5. Work towards agreed targets and performance standards.
About This Role
* This is an exciting opportunity for a skilled Financial Advisor to join our organisation and contribute to our growth and success.
* We are looking for a motivated individual who is passionate about providing excellent client service and has a proven track record of achieving targets.