Financial Advisor Role
We are seeking an experienced and ambitious Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing expert advice and tailored financial solutions to clients, ensuring compliance with regulatory standards and procedures.
Key Responsibilities:
* Deliver professional financial advice that aligns with regulatory standards and procedures.
* Build and expand your client portfolio through a mix of self-generated leads, referrals, and existing clients.
* Identify and address a wide range of financial planning needs, helping clients achieve their financial objectives.
* Drive business growth by increasing client assets under management (AUM) and revenue, while maintaining a high standard of proactive service.
Requirements:
* A minimum of 5 years experience in financial advisory or related roles.
* QFA qualification.
* In-depth knowledge of financial regulations, markets, and industry practices.
* Strong leadership qualities and the ability to mentor junior advisors if required.
* Proficient in using financial planning software and tools.
Benefits:
* Pension.
* Commission.
* Work from home opportunities.