360 Search are recruiting on behalf of an established Financial Advisory firm that gives individuals and families the power to make informed and confident financial decisions. The company always puts the client first and approaches financial advice in a expert and personalised way. The firm are proud to foster a workplace where shared success, growth and trust are at the heart of everything they do.
The Role:
An exciting opportunity for a highly proactive and ambitious Qualified Financial Advisor. The successful individual will be responsible for both new and existing clients. Ensuring existing clients continue to get expert advice whilst also meeting with a steady flow of new clients coming onboard.
Key Responsibilities:
- Managing the client journey for existing clients renewal clients.
- Ability to assess and analyse clients’ financial circumstances to determine their requirements
- Make recommendations, share expert advice and provide solutions to client
- Serving our existing clients through annual reviews and ongoing communications
- Collate all client information into relevant files while maintaining a high level of compliance
Skills And Experience:
- QFA designation is essential
- Expert knowledge of investments, pensions, protection and savings products
- Confident interacting with clients in a professional manner
- Results-driven & objective focused
- Ability to work as part of a team and cross functionally
- Knowledge of Online Application and Voyant would be a significant advantage
- Working towards becoming a CFP® would be an advantage
Why work with us:
- Excellent remuneration packages and attractive commission structure
- Hybrid, flexible working model (4 days from home / 1 day in office)
- 25 days annual leave
- Employer pension contributions up to 10%
- Income Protection
- Death In Service
- Recognised as a Great Place to Work 2024/2025 and a Best Workplace 2025
