Job Description
We are seeking a Retail Financial Advisor to join our team of professionals who provide personalized financial guidance to clients as they approach retirement. As a key member of our organization, you will be responsible for conducting comprehensive financial assessments and developing tailored investment strategies to help clients achieve their long-term goals.
, Required Skills and Qualifications
Fully Qualified Financial Adviser (QFA) certification is essential upon commencement in the role. Previous experience in advising on financial products and life policies, along with strong analytical thinking and problem-solving skills, are highly valued within this position. Strong communication abilities, coupled with excellent stakeholder management skills, enable successful consultants to build robust relationships with key stakeholders while maintaining a customer-centric approach.