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Financial Advisor

I am looking to speak with Financial Advisors within the Financial Planning Industry for a Midlands based Brokerage firm. Our clients are looking to expand their team and are offering a very competitive package for the right individual. There are openings for Financial Advisors NATIONWIDE, offering remote / hybrid working.

The Role:

  • Identifying financial services needs with both new and existing clients

  • Provide professional advice and consultation with respect to their needs

  • Make recommendations and provide solutions to client’s requirements ensuring adherence to compliance regulations and standards

  • Building and maintaining client relationships and providing ongoing service and advice to clients

  • Deliver a consistently high level of service by telephone, post and email to all customers to contribute proactively to the retention of existing business

  • Respond to client queries, both simple and complex in an efficient and professional manner

The Candidate:

  • Must be fully QFA qualified (or equivalent)

  • Minimum of 2 years experience providing financial advice on life, pension and investment products

  • Broker or Tied Agent experience is highly sought 

  • Strong salesperson with excellent negotiation skills

  • Must have a track record in meeting/exceeding targets

  • Flexible, adaptable and a thriving ambition to achieve goals

  • Motivated, self-starter with ability to work on own initiative and as part of a team

  • Candidates must pass all compliance and legal background checks before being selected

Benefits/what's on offer:

  • Opportunity to build up an equity stake in the company

  • Earn 65% of all commission generated

  • Earn 65% of all trail commission generated

  • Compliance and admin all dealt with by company compliance officer / administrators

For a confidential discussion and more information on the role, please contact Sarra Hadi