Senior Financial Advisor
3 days ago
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)
- 25 days annual leave
- Employer pension contributions up to 10%
- Income protection / Death In Service
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