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Company Overview
Financial Divisions is a leading provider of financial services, dedicated to delivering personalized advice and solutions to individuals and businesses. Our team of experienced professionals is committed to helping clients achieve their financial goals through a range of services, including investment planning, retirement planning, and wealth management.
Job Summary
We are seeking a qualified Financial Advisor to join our expanding team. As a Financial Advisor, you will be responsible for providing expert financial guidance and advice to clients, helping them to make informed decisions about their financial futures.
Key Responsibilities
- Conduct financial needs analysis and develop personalized financial plans for clients
- Provide ongoing financial guidance and advice to clients, including investment planning and retirement planning
- Build and maintain strong relationships with clients, understanding their unique financial goals and tailoring strategies to meet those needs
- Collaborate with internal teams, including paraplanning and administrative support, to ensure clients receive top-tier guidance and service
- Stay up-to-date with industry developments and best practices, applying this knowledge to enhance client outcomes
Requirements
To be successful in this role, you will need:
- A Level 4 Diploma in Regulated Professional Financial Advice (or similar) and proven experience providing financial advice and holding competent advisor status
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders
- Strong analytical and problem-solving skills, with the ability to interpret complex financial data and develop effective solutions
- A flexible and adaptable approach, with the ability to work in a fast-paced environment and prioritize multiple tasks and deadlines
What We Offer
As a Financial Advisor with Financial Divisions, you will benefit from:
- A competitive salary and bonus structure, with opportunities for career advancement and professional growth
- Comprehensive training and development programs, including in-house training and mentorship
- Access to cutting-edge technology and tools, supporting your work and enhancing client outcomes
- A dynamic and supportive team environment, with opportunities to collaborate and learn from colleagues
