Job Overview
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Financial services are a rapidly growing industry, and we are seeking ambitious professionals to join our team as Life & Pensions Financial Advisors.
As a Life & Pensions Financial Advisor, you will be responsible for identifying the financial needs of both new and existing clients, providing tailored advice and solutions in line with compliance and regulatory requirements, and building and maintaining strong client relationships through professional and ongoing service.
Key Responsibilities:
1. Identify and assess the financial needs of both new and existing clients, taking into account their individual circumstances and goals.
2. Provide expert advice and guidance on financial products and services, ensuring that clients receive the best possible support and guidance.
3. Build and maintain strong relationships with clients, communicating effectively and professionally at all times.
4. Meet and exceed agreed performance targets and KPIs, continuously improving sales and customer satisfaction.
5. Stay up-to-date with industry changes, products, and best practices, using this knowledge to enhance client services and drive business growth.
Requirements:
* Qualified Financial Advisor (QFA) designation required.
* Minimum 3-5 years experience in a client-facing Life & Pensions advisory role.
* Proven track record in meeting sales targets and delivering excellent customer service.
* Excellent interpersonal and communication skills, with the ability to work independently or as part of a team.
* Results-driven and proactive, with a focus on driving business growth and improving client outcomes.
What We Offer:
* Competitive salary and bonus structure.
* Mobile phone and laptop provided.
* Expenses and mileage reimbursement.
* Company pension scheme.
* Ongoing training and career development opportunities.
* Support for professional qualifications (e.g., CIP, ACII, MDI, QFA).