We have an exciting opportunity for an ambitious, highly proactive, Qualified Senior Financial Advisor (QFA) to join our new advice offering within a Financial Planning Broker.
Financial Advisor key duties:
- Onboard new clients.
- Manage own pipeline.
- Ability to assess and analyse clients’ financial circumstances to determine their requirements.
- Ensure client meetings are conducted in a timely efficient manner.
- Make recommendations and provide solutions to client’s requirements.
- Manage implementation of product recommendations.
- Responsible for the compliance around new product implementation.
Required skills and experience:
- Must have QFA designation.
- 5+ years experience.
- Confident with clients.
- A proactive approach to developing this function.
- Results-driven & objective focused.
- Self-starter with a high degree of initiative without needing direction.
- Expert knowledge of investments, pensions, protection, and savings products.
- Ability to work as part of a team.
- Proficiency in Microsoft Office, Excel, and Microsoft Outlook.
- Ability to be flexible and adaptable.
- Knowledge of Wealthtrack and Voyant would be a significant advantage.
