Senior Financial Consultant
2 weeks ago
At Prosperous Financial, we are seeking a highly skilled and ambitious Qualified Financial Advisor (QFA) to join our Choice Team. The successful candidate will be responsible for managing the client journey for both new and existing clients, ensuring they receive expert advice and guidance throughout their financial journey.
About the Role:- Assess and analyse clients' financial circumstances to determine their requirements
- Make recommendations and provide solutions to clients
- Serve existing clients through annual reviews and ongoing communications
- Collate all client information into relevant files while maintaining a high level of compliance
- 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
- Excellent remuneration package and 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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