Senior Financial Advisor Job Description:
About the Role
We are seeking a highly skilled Senior Financial Advisor to join our team. As a key member of our advisory team, you will be responsible for delivering personalized financial advice to clients across pensions, protection, and investment products.
Key Responsibilities
* Deliver high-quality financial advice to clients, including risk profiling and recommendation reports.
* Conduct comprehensive financial reviews, including fact-finding and suitability assessments.
* Maintain regulatory and CPD standards in line with industry requirements.
* Mentor and support colleagues within the advisory team.
Requirements
To be successful in this role, you will need:
* A QFA qualification or equivalent.
* 3+ years experience in financial advice, with strong knowledge of pension structures, income options, and taxation.
* Experience with technical reporting and delivering regulated financial recommendations.
* RPA, SIA, or CFP an advantage.
Benefits
This is an excellent opportunity to develop your skills and career in a collaborative environment. You will have exposure to a diverse range of financial planning needs and the opportunity to work with a well-established firm in the financial services sector.