
Financial Advisor
3 weeks ago
Company Description
Xeinadin was established in 2019 when more than 100 successful, independent, business advisory and accountancy practices across the UK and Ireland came together to re-imagine the future of accountancy.
Our collective mission is to provide locally forged, trusted business advice to SMEs through forward-thinking, close-knit relationships.
It is our people who help drive our business forward, and we offer them future-focused career opportunities whilst supporting individual specialisms.
Description
We are seeking a proactive, energetic candidate with proven experience in identifying customer needs and providing tailored recommendations for Investment, Life, and Pensions.
The ideal candidate will have a strong background in sales.
Key Responsibilities
Achieve revenue and business targets across life, pension, and investment products, maintaining high standards of professionalism and advice.
Conduct thorough fact-finding with customers to identify and prioritize their financial needs and objectives.
Actively develop and nurture both internal and external relationships to promote the business.
Adhere to defined quality standards, including processes, technology, and procedures, ensuring full compliance with company policies, procedures, and regulatory requirements.
Key Requirements
Demonstrates strong communication and organizational abilities.
Capable of analysing issues, seeking necessary support, and making informed decisions.
Efficiently works towards achieving set goals and targets.
CFP or working towards the designation desirable, QFA essential.
Additional Requirements
Model: Hybrid
Salary: Competitive
Benefits
Company Pension Scheme
25 days of annual leave + bank holidays
Additional annual leave days from certain levels of seniority
Ability to buy up to 5 days of annual leave to reach a maximum of 30 days per annum
Business closure over Christmas*
Life Assurance x4 annual salary
Enhanced family leave policies
Enhanced Company Sick Pay
Employee Assistance Programme – 24/7 support, free and confidential
Corporate Discounts Platform
Flexible Benefits platform with the ability to opt-in to various insurances (level of seniority dependent & self-funded at corporate rates) such as:
PMI single or family
Critical Illness Cover
Cash plan
Cycle to work
Eye care
Dental
*subject to exceptions and business needs
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