Job Opportunity
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We are seeking a skilled Financial Advisor to join our team. As a key member of our sales department, you will play a crucial role in delivering expert financial advice to clients across life assurance, pensions, and investment products.
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Key Responsibilities:
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* Proactively drive revenue by meeting and exceeding targets across life, pension, and investment products.
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* Conduct thorough fact-finding to identify and prioritise clients' financial needs.
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* Deliver professional, compliant financial advice in line with regulatory and company standards.
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* Take ownership of the client experience, ensuring high levels of customer satisfaction.
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* Maintain workflow efficiency and meet deadlines in a fast-paced environment.
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* Communicate clearly and professionally, both verbally and in writing.
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* Use sound judgement to resolve issues and support business goals.
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Required Skills & Qualifications:
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To succeed in this role, you will require:
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* A QFA qualification
* Proven ability to assess client needs and provide tailored financial solutions
* A successful track record in financial sales
* Highly motivated, commercially minded, and target-driven
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Benefits:
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This is an exciting opportunity to develop your career within a reputable, client-focused firm. You will benefit from:
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* A competitive base salary
* Comprehensive training and ongoing professional development
* A supportive and collaborative team environment
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If you are a qualified financial advisor looking for a new challenge, please contact us for more information.