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Financial Services Professional

2 months ago


St Albans, Hertfordshire, United Kingdom Hoxton Wealth Full time

{"h1": "Financial Advisor Opportunity at Hoxton Wealth", "p": "We are seeking a skilled and motivated Financial Advisor to provide expert financial advice to clients, manage and grow their portfolios, and contribute to the overall success of our financial services division.", "ul": [{"li": "Conduct comprehensive financial assessments to understand client needs, goals, and risk tolerance."}, {"li": "Provide tailored financial advice and recommend suitable investment strategies, products, and services."}, {"li": "Manage and nurture client relationships to ensure satisfaction and retention."}, {"li": "Develop a deep understanding of financial markets, products, and industry trends to stay informed and offer informed advice."}, {"li": "Utilize a combination of warm leads, cold leads, and Self-Generated Market Fund (SMF) leads to maximize client acquisition."}, {"li": "Effectively communicate complex financial concepts to clients in a clear and understandable manner."}, {"li": "Collaborate with the team to achieve overall business objectives and contribute to a positive working environment."}, {"li": "Keep abreast of industry regulations and compliance standards."}], "h2": "Qualifications", "ul": [{"li": "Proven experience as a Financial Advisor in the UK financial market."}, {"li": "Relevant financial qualifications (e.g., CISI, CII, or equivalent).", "li": "Strong understanding of financial products, investment strategies, and market trends."}, {"li": "Excellent interpersonal and communication skills."}, {"li": "Self-motivated and target-driven."}, {"li": "Existing client portfolio or ability to build and maintain one."}], "h2": "Remuneration", "ul": [{"li": "£50,000 basic salary."}, {"li": "25% fee split on warm leads."}, {"li": "35% fee split on cold leads."}, {"li": "10% fee split on Self-Generated Market Fund (SMF) leads."}, {"li": "OTE of £100,000 and above."}], "h2": "Additional Information", "ul": [{"li": "Bank of clients will be provided."}, {"li": "Opportunities for enhanced commission splits on Self-Generated Market Fund (SMF) leads when bringing in own clients."}, {"li": "If you are a dedicated and experienced Financial Advisor looking for an exciting opportunity to grow your career, please submit your application with a detailed resume and cover letter."}]