Job Description
Our client, a reputable and expanding brokerage firm, is seeking an experiencedFinancialAdvisorto join their professional team at providing unbeatablefinancialadvice and solutions to their clients. This is a rewarding and progressive opportunity for the successful candidate. The Role; Identifyfinancialservices needs with potential and existing clients Provide professional best advice and consultation with respect to needs Make recommendations and provide solutions to clients requirements Ensuring adherence to compliance regulations and standards Source new Life, Investment and Pensions business Build and maintain strong relationships with clients Work to agreed targets and standards The Candidate; 3+ years experience in a similarrole, either in a broker or bancassurance Must be QFA qualified, RPA / CFP qualifications are desirable Strong knowledgeable of Life, Pensions and Investment products A positive working attitude with ability to work on own initiative Confident and professional with their approach to work An excellent and proven track record of meeting targets Please apply through the portal or send your cv to if you would like to be considered for this opportunity. Skills: QFA RPA CFP Financial Planning Retirement Planning Investments Financial Services Benefits: Pension Commission Expenses Hybrid Working Income Protection