Job Description
Our client specialise in providing best class financial advice to their clients and with that are expanding their team! This is a full-time permanent position and you can work in office or from home on a hybrid basis. The Role: Hold financial meetings / reviews with clients of the firm to identify needs Provide professional advice with respect to the needs of clients Make recommendations and provide solutions to clients requirements Building and maintaining strong relationships with clients Comply with all internal and external regulatory requirements Ensure adherance to compliance regulations and standards The Candidate: Minimum QFA qualification, RPA / CFP desirable Minimum 3 years experience providing financial advice in a brokerage firm or self employed A self-starter and ability to work towards agreed targets Target driven with strong customer service skills Excellent interpersonal and communication skills Flexible and adaptable Please apply through the portal or send your CV to if you would like to be considered for this position. Skills: QFA RPA Financial Planning Business Development Target Driven Financial Services Benefits: Work From Home Pension Flexible Working Commission Salary Protection