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.
#LI-Hybrid #LI-KO3
