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Income Protection Specialist
1 week ago
Are you looking for a challenging and rewarding career in finance? Do you have a passion for delivering exceptional results and building long-term relationships with clients?
Wallace Myers International is currently seeking a Senior Financial Advisor to join our team and contribute to our mission of delivering outstanding results for our clients. As a Senior Financial Advisor, you will be responsible for providing expert financial advice in the areas of income protection, wealth management, and financial services.
Responsibilities
Key responsibilities of this role include engaging with clients, generating leads, and providing tailored recommendations, as well as offering financial advice to both new and existing clients, and managing and continuously nurturing relationships with a diverse client portfolio.
You will also be responsible for identifying and developing new business opportunities through various internal and external channels, as well as achieving set sales targets and contributing to team-based goals.
Requirements
To be considered for this role, you must possess a minimum of a third-level qualification, along with the QFA designation. At least 5 years of advisory experience in financial services, with a proven track record in cultivating and expanding both existing and new client relationships, is also required.
Excellent interpersonal skills, a strong ability to solve problems and manage relationships, and the ability to plan, organize, and manage tasks efficiently are all essential. A solid understanding of business conduct regulations and the ability to work effectively as part of a team are also necessary.
Why Join Us?
We offer a comprehensive benefits package that includes bonuses, pensions, and other incentives designed to support your professional growth and development. You will also have access to ongoing training and development opportunities, as well as regular feedback and coaching to help you succeed in your role.
We foster a dynamic and supportive work environment that encourages collaboration, innovation, and continuous learning. If you are passionate about delivering exceptional financial results and building long-term relationships with clients, we encourage you to apply for this exciting opportunity.
