Senior Financial Planner Job Opportunity
We are currently seeking ambitious and adaptable individuals to work within our sales department. True Financial Limited provides solutions for clients' financial needs, including protection, pensions, savings & investments, mortgages, personal financial planning, and business financial planning.
We specialize in online, telephone, and face-to-face consultations. Our financial planners and advisors have the full support of our administration department, allowing them to focus on advising and serving customer needs and requests.
* Actively identify sales opportunities from existing client books and high-intent new customer inbound enquiries, proposing suitable financial solutions.
* Provide professional, compliant, and expert advice regarding identified needs and opportunities.
* Earn all prescribed procedures, working methods, and industry regulations.
* Work towards agreed targets and standards.
Requirements:
* QFA certified, CFP preferred.
* Excellent financial advisory sales skills.
* Deliver a high level of customer service via phone, email, web-meetings, face-to-face meetings.
* A team player maintaining productive relationships with colleagues & management.
* Previous experience as a Financial Advisor in a Financial Services Brokerage or Financial Institution.
* Previous experience operating a CRM system (preferable but not required).
Why choose True Financial Limited?
* High intent customer enquiries delivered directly to your CRM.
* Company pension available, DIS and income protection benefits.
* Employee wellness programme.
* Competitive salary with uncapped commission and bonus.
* Full support from the Administration Department.
* Full training and support program.
* Fully supported development and education program.
* Broker Centre and CRM to assist with streamlining processes.
* Hybrid and remote working arrangements.
* Very competitive remuneration package.
* Benefits: Work From Home.