Financial Consultant
1 day ago
Job Overview:
We are seeking a skilled and experienced Financial Consultant to join our team. As a key member of our financial services group, you will be responsible for providing expert advice and guidance to clients on their financial planning needs.
Main Responsibilities:
- Meet with clients to understand their financial goals and objectives.
- Provide tailored solutions to help clients achieve their financial objectives.
- Maintain strong knowledge of industry products and regulations.
- Proactively manage and develop a portfolio of clients.
- Identify new business opportunities and contribute to the growth of the organization.
- Maintain compliant records and ensure advice is always in line with regulatory standards.
- Support client retention and referrals through exceptional service delivery.
Skills and Qualifications:
- QFA qualification essential.
- Deep knowledge of pension, investment, and protection products.
- Excellent interpersonal and relationship-building skills.
- Proven ability to meet client needs and achieve business targets.
- High level of personal integrity and professionalism.
- Strong organisational and administrative skills.
- Client-focused approach and commercial awareness.
Additional Information:
This is a full-time permanent contract with 37.5 hours per week.
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