Financial Advisor
My client, a well-established Financial Services Broker based in the city centre are now looking to add an experienced Financial Advisor to their team. Strong base salary and commission on offer with hybrid model in place. No expectancy to bring a book of business due to the size and reputation of this firm.
Responsibilities:
1. Onboard new clients
2. Manage own pipeline
3. Ability to assess and analyse clients' financial circumstances to determine their requirements
4. Ensure client meetings are conducted in a timely efficient manner
5. Make recommendations and provide solutions to client's requirements
6. Manage implementation of product recommendations
7. Responsible for the compliance around new product implementation
Required skills and experience:
8. Must have QFA designation
9. Confident with clients
10. A proactive approach to developing this function
11. Results-driven & objective focused
12. Self-starter with a high degree of initiative without needing direction
13. Expert knowledge of investments, pensions, protection, and savings products
14. Ability to work as part of a team
15. Proficiency in Microsoft Office, Excel, and Microsoft Outlook
16. Ability to be flexible and adaptable
17. Knowledge of Wealthtrack and Voyant would be a significant advantage
For more information please reach out to me directly or. #LI-RW