Job Description
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* We are seeking a skilled financial planning professional to join our team. As a key member of our team, you will play a pivotal role in developing long-term relationships with clients and delivering tailored advice.
* Your primary responsibility will be to engage with new and existing clients to understand their financial needs and design effective strategies that deliver real results.
* You will also be responsible for generating and nurturing leads, identifying new markets and referral opportunities, and proactively growing your portfolio.
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Required Skills and Qualifications
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* QFA qualification (essential)
* A passion for helping people achieve long-term financial success
* Proven track record of building lasting client relationships
* Consistent success in meeting and exceeding targets
* Top-tier communication skills (written and verbal)
* Solid grasp of compliance and regulatory standards
* Confident using Microsoft Outlook, Word & Excel
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Benefits
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* Competitive salary + performance-driven bonus
* Company pension scheme
* A supportive, dynamic team environment
* Ongoing professional development and career progression
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Key Responsibilities:
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1. Engage with clients to understand their financial needs
2. Design effective strategies to deliver real results
3. Generate and nurture leads
4. Identify new markets and referral opportunities
5. Grow your portfolio through proactive measures
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What We Offer:
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* A competitive salary and performance-driven bonus
* A company pension scheme to support your financial well-being
* A dynamic and supportive team environment that fosters growth and development
* Ongoing professional development and career progression opportunities
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Keyword: FinancialAdvisorship
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