Financial Advisor

Role: Financial Advisor My client, a well-established Financial Services Broker based in the city centre, is now looking to add an experienced Financial Advisor to their team. A strong base salary and commission are on offer with a hybrid model in place. There is no expectation to bring a book of business due to the size and reputation of this firm.
Responsibilities: Onboard new clientsManage own pipelineAssess and analyze clients' financial circumstances to determine their requirementsEnsure client meetings are conducted in a timely and efficient mannerMake recommendations and provide solutions to clients' requirementsManage implementation of product recommendationsEnsure compliance around new product implementationRequired skills and experience: Must have QFA designationConfident with clientsA proactive approach to developing this functionResults-driven and objective-focusedSelf-starter with a high degree of initiative without needing directionExpert knowledge of investments, pensions, protection, and savings productsAbility to work as part of a teamProficiency in Microsoft Office, Excel, and Microsoft OutlookAbility to be flexible and adaptableKnowledge of Wealthtrack and Voyant would be a significant advantageFor more information, please reach out to me directly at ****** or 0872022512.

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