Senior Wealth Advisor
3 days ago
Job Overview
We are seeking an ambitious and proactive QFA to join our Choice Team within Prosperous Financial Planning. As a Senior Financial Advisor, you will be responsible for managing the client journey for both new and existing clients, providing expert advice and guidance to meet their individual needs.
About You
- You hold a QFA designation and possess excellent knowledge of investments, pensions, protection, and savings products.
- You are confident in interacting with clients in a professional manner, demonstrating exceptional communication and interpersonal skills.
- You are a results-driven individual, with a focus on delivering high-quality outcomes and exceeding client expectations.
- You are able to work collaboratively as part of a team, contributing to cross-functional initiatives and driving business success.
Key Responsibilities
- Manage the client journey for both new and existing clients, providing tailored advice and guidance to meet their individual needs.
- Assess and analyse clients' financial circumstances to determine their requirements and develop comprehensive solutions.
- Promote our services to potential clients and build strong relationships with existing ones, driving growth and retention.
- Collate all client information into relevant files while maintaining a high level of compliance and adhering to industry regulations.
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