
Career as a Professional Wealth Strategist
19 hours ago
About the Role:
We are seeking a seasoned financial professional to join our dynamic team. As a key member, you will leverage your expertise in retirement planning, investments, and insurance products to drive business growth and client satisfaction.
Key Responsibilities:
- Develop and maintain a robust client pipeline through proactive relationship management and lead generation.
- Conduct comprehensive financial reviews, providing tailored advice and recommending suitable solutions.
- Foster strong internal and external networks to capitalize on new business opportunities.
Requirements:
- Qualified Financial Advisor (QFA) certification is mandatory; additional qualifications like RPA or CFP are highly desirable.
- Minimum 5-7 years of sales experience in the life and pensions industry, preferably within a broker environment.
- Strong interpersonal skills, professional demeanor, and a proven track record in achieving sales targets.
What We Offer:
- Competitive remuneration package commensurate with experience.
- Comprehensive benefits package, including a pension scheme, death in service, income protection cover, and more.
- Opportunities for personal and professional growth, with potential for further study and qualifications sponsored by the company.
Why Choose Us:
This role presents an excellent opportunity for a motivated individual to thrive in a fast-paced environment while enjoying hybrid flexibility and a supportive work culture.
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