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Financial Advisor
2 months ago
The Financial Advisor - Protection Specialist Role:
* Provide financial advice on protection, pensions, and investments to a diverse portfolio of clients, including business owners and high-income earners.
* Focus solely on advising, without the need for sales or lead generation.
* Manage and develop relationships within an existing client bank, offering tailored solutions based on individual financial needs.
* Collaborate with a dedicated in-house administration team to ensure efficient processing and client satisfaction.
* Utilise a consultative approach, ensuring client protection needs are met with appropriate products, including whole-of-life protection.
Key Skills and Experience:
* Diploma-level qualified (Chartered status not required).
* 2+ years' experience working as an IFA or in a similar advisory role.
* Strong communication skills, able to engage with a diverse range of clients, from sports enthusiasts to entrepreneurs.
* Professional, polished, and outgoing - someone who knows how to build rapport and trust.
* Confidence and conversational ability to talk about anything with anyone.
* Previous experience working in a traditional IFA practice.
Packages:
* Employed: \u00a350k base salary, tiered commission 10%-40%.
* Self-Employed: Competitive 45% commission on everything, achievable earnings expectation of \u00a310k per month.
Why Apply for this Financial Advisor - Protection Specialist Role?
This is a rare opportunity for an experienced financial professional to step into a role where success is within reach from day one. If you're ready to take the next step in your career with an ambitious, forward-thinking firm, we'd love to hear from you.
Apply today to discuss this fantastic opportunity in confidence.
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