Job Description

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 ...
            

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