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Senior Financial Advisor
3 months ago
My client is in search of a skilled and motivated Financial Advisor to join their team in the United Kingdom. The ideal candidate will provide expert financial advice to clients, manage and expand their portfolios, and contribute to the overall success of the financial services division.
Key Responsibilities:
- Conduct thorough financial assessments for clients to grasp their needs, objectives, and risk tolerance.
- Offer personalized financial advice and suggest appropriate investment strategies, products, and services.
- Maintain and enhance client relationships for satisfaction and loyalty.
- Acquire new clients by leveraging warm leads, cold leads, and Self-Generated Market Fund (SMF) leads.
- Explain complex financial concepts to clients in a simple and understandable way.
- Stay updated on financial markets, products, and trends to provide informed advice.
- Work collaboratively with the team to meet business goals and foster a positive work environment.
- Adhere to industry regulations and compliance standards.
Requirements:
- Demonstrated experience as a Financial Advisor in the UK financial sector.
- Relevant financial certifications (e.g., CISI, CII, or equivalent).
- Thorough knowledge of financial products, investment strategies, and market trends.
- Outstanding interpersonal and communication skills.
- Self-motivated and goal-oriented.
- Existing client base or the ability to develop and maintain one.
Compensation Package:
- £50,000 basic salary.
- 25% fee split on warm leads.
- 35% fee split on cold leads.
- 10% fee split on Self-Generated Market Fund (SMF) leads.
- OTE exceeding £100,000.
Additional Details:
- Clients' portfolio will be provided.
- Possibility of higher commission splits on Self-Generated Market Fund (SMF) leads when bringing in personal clients.
- If you are a dedicated and seasoned Financial Advisor seeking a rewarding opportunity to advance your career, please send your application including a comprehensive resume and cover letter. My client is excited to welcome the newest addition to their dynamic team.
