Job Title: Senior Financial Advisor
Reporting to: Premier & Choice Manager
Department: Planning
We have an exciting opportunity for an ambitious, highly proactive Qualified Financial Advisor (QFA) to join our Choice Team within Prosperous Financial.
As a Choice Advisor you are responsible for both new and existing Prosperous Financial clients. You will ensure our existing clients continue to get expert advice and you will meet with a steady flow of new clients coming onboard as they start their journey with us. Further details on our Choice service can be found at
Key Duties:
* Managing the client journey for both new and existing clients
* Ability to assess and analyse clients’ financial circumstances to determine their requirements
* Make recommendations, share expert advice and provide solutions to client
* Serving our existing clients through annual reviews and ongoing communications
* Collate all client information into relevant files while maintaining a high level of compliance
Required skills and experience:
* QFA designation is essential
* Expert knowledge of investments, pensions, protection and savings products
* Confident interacting with clients in a professional manner
* Results-driven & objective focused
* Ability to work as part of a team and cross functionally
* Knowledge of Wealthtrack and Voyant would be a significant advantage
Why work with us:
* Excellent remuneration packages
* Attractive commission structure
* Hybrid, flexible working model (4 days from home / 1 day in office)
* 25 days annual leave
* Employer pension contributions up to 10%
* Income protection / Death In Service
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