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Senior Financial Advisor
2 weeks ago
We are seeking a qualified financial advisor to join our team. As a key member of our financial planning and advice division, you will be responsible for providing expert guidance to clients on their life and pensions needs.
Your main duties will include:
- Meeting with clients to assess their needs and provide informed advice
- Preparing detailed reports and recommendations for clients
- Evaluating new product options and maintaining relationships with pension and investment providers
You will need to have strong technical knowledge of life and pensions, excellent communication skills, and the ability to work in a fast-paced environment.
In return, we offer a competitive salary and benefits package, including access to ongoing training and education opportunities.
The successful candidate will be QFA qualified or part-qualified, with good technical knowledge of life and pensions, and excellent written and verbal communication skills.
Benefits- Competitive remuneration
- Access to tax saver travel or bike to work scheme if required
- Support for further qualifications and the scope to gain experience in a wide range of specialist areas
- Challenging and interesting work
- Access and exposure to wide range of clients in a variety of interesting businesses and industries
- QFA qualified or part-qualified
- Good technical Life & Pensions knowledge
- Excellent written and verbal communication skills
