Job Description
Job Title: Senior Financial Advisor Reporting to: Premier & Choice Manager Department: Planning We have an exciting opportunity for an ambitious, highly proactive Qualified Financial Advisor (QFA) to join our Choice Team within Prosperous Financial. As a Choice Advisor you are responsible for both new and existing Prosperous Financial clients. You will ensure our existing clients continue to get expert advice and you will meet with a steady flow of new clients coming onboard as they start their journey with us. Further details on our Choice service can be found at Key Duties: Managing the client journey for both new and existing clients Ability to assess and analyse clients financial circumstances to determine their requirements Make recommendations, share expert advice and provide solutions to client Serving our existing clients through annual reviews and ongoing communications Collate all client information into relevant files while maintaining a high level of compliance Required skills and experience: QFA designation is essential Expert knowledge of investments, pensions, protection and savings products Confident interacting with clients in a professional manner Results-driven & objective focused Ability to work as part of a team and cross functionally Knowledge of Wealthtrack and Voyant would be a significant advantage Why work with us: Excellent remuneration packages Attractive commission structure Hybrid, flexible working model (4 days from home / 1 day in office) 22 annual leave plus company days Employer pension contributions Income protection / Death In Service