My client, a well-established Financial Services Broker based in the city centre are now looking to add a Financial Advisor to the team. The successful candidate will be ambitious and self-motivated and hold previous experience in a similar position. This person will be keen for career growth and be looking for a company that can provide a long-term career path.
Your Responsibilities:
- Meeting with existing and new clients via teams/face to face and going through the financial planning process
- Identify needs and opportunities for new business through the implementation phase
- Annual client reviews
- Getting the referrals from clients by doing great work for them
- Responding to client communications in a timely manner
Your Experience & Skills:
- Min. QFA qualified.
- 2-3 year’s experience in a similar role.
- Strong sales experience
- Excellent writing and communication abilities and be a strong team player
- You act in your client’s best interest at all times
- Proficient in MS Word, Excel, and Outlook
For more information please reach out to me directly [email protected] or 0872022512. #LI-R
