Senior Financial Advisor

Role : Senior Financial Advisor (HNW)

My client, a well-established Financial Services Broker based in the city centre are now looking to add an experienced Senior Financial Advisor to their team.

The successful candidate will be ambitious and self-motivated who has dealt with business owners & HNW clients. Strong base salary and commission on offer with hybrid model in place.

No expectancy to bring a book of business due to the size and reputation of this firm, due to a book of business already in place.

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. & ideally CFP qualification (desirable)
• 3-5 year’s experience in a similar role dealing with business owners and/or HNW clients.
• 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

Interested?

Please apply now for immediate consideration.

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