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 processIdentify needs and opportunities for new business through the implementation phaseAnnual client reviewsGetting the referrals from clients by doing great work for themResponding to client communications in a timely mannerYour Experience & Skills:
Min. QFA qualified.2-3 year’s experience in a similar role.Strong sales experienceExcellent writing and communication abilities and be a strong team ...