Job Title: Qualified Financial Advisor
We are seeking an ambitious and adaptable individual to fill the role of a Qualified Financial Advisor. This is a fantastic opportunity for someone who is passionate about providing expert financial advice and has excellent communication skills.
Key Responsibilities:
* Provide expert financial advice over the phone and by email.
* Actively identify sales opportunities from high intent inbound enquiries and propose suitable financial solutions, cross-selling products where possible.
* Ensure all internal procedures and industry regulations are followed.
Requirements:
* QFA, CFP or APA certified.
* Excellent telephone sales skills.
* Delivering a high level of customer service via phone, email & web-meetings.
* Team player that maintains productive relationships with colleagues & management.
* Previous experience as a Financial Advisor, CFP or APA in a Financial Services Brokerage or Financial Institution.
* Previous experience operating a CRM system a bonus.
Why Choose Us:
* High intent customer enquiries delivered directly to your CRM.
* Hybrid WFH available for the ideal candidate.
* Company Pension available.
* Employee Wellness Programme.
* Competitive salary with uncapped commission and bonus (DOE).
* Full support from Administration Department.
* Full Sales & CRM training provided.
* Low Quotes Broker Center and CRM to assist with streamlining processes.