Senior Financial Advisor
About Your New Employer
Our client, a leading financial advisory firm known for its commitment to providing expert, independent financial advice, are recruiting an experienced Financial Advisor. They have a strong presence across the Midlands, offering a dynamic and supportive work environment, and are dedicated to continuous professional development, ensuring advisors stay ahead of industry trends and regulatory changes.
About Your New Job
- As Financial Advisor you will deliver professional financial advice that complies with the Central Bank of Ireland's regulations and best practices.
- You will manage and grow an existing portfolio of clients, ensuring a proactive and client-focused service, and also conduct thorough research and analysis to recommend financial solutions that address a wide range of client needs.
- You will drive new business growth through referrals, self-generated leads, and existing client relationships and ensure all client records are maintained accurately, documenting objectives, goals, and recommendations.
- As Financial Advisor, you will actively participate in business development initiatives, contributing to the growth of client assets under management (AUM) and overall revenue.
What Skills You Need
- QFA qualified. CFP is a distinct advantage.
- Demonstrable experience in financial advisory, with a proven track record of managing and growing client portfolios - minimum of 3 years' experience.
- A high level of commercial awareness and the ability to identify opportunities for business growth.
- Deep knowledge of financial planning, including pensions, investments, tax-efficient strategies, and holistic planning.
What's on Offer
- Competitive salary and performance-based incentives.
- Hybrid working set up.
- Opportunities for professional growth and development.
What's Next
Apply now by clicking the "Apply Now
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