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Financial Services Professional
2 months ago
Job Title: Financial Advisor
Company: Hoxton Capital
Location: United Kingdom
Job SummaryWe are seeking a skilled and motivated Financial Advisor to join our team in the United Kingdom. The successful candidate will be responsible for providing expert financial advice to clients managing and growing their portfolios and contributing to the overall success of our financial services division.
Key Responsibilities- Conduct Comprehensive Financial Assessments: Conduct thorough financial assessments for clients to understand their needs, goals, and risk tolerance.
- Provide Tailored Financial Advice: Provide personalized financial advice and recommend suitable investment strategies, products, and services.
- Manage Client Relationships: Develop and maintain strong relationships with clients to ensure satisfaction and retention.
- Stay Informed: Develop a deep understanding of financial markets, products, and industry trends to stay informed and offer expert advice.
- Client Acquisition: Utilize a combination of warm leads, cold leads, and self-generated market fund leads to maximize client acquisition.
- Effective Communication: Effectively communicate complex financial concepts to clients in a clear and understandable manner.
- Team Collaboration: Collaborate with the team to achieve overall business objectives and contribute to a positive working environment.
- Regulatory Compliance: Stay up-to-date with industry regulations and compliance standards.
- Experience: Proven experience as a Financial Advisor in the UK financial market.
- Qualifications: Relevant financial qualifications (e.g. CISI, CII, or equivalent).
- Skills: Strong understanding of financial products, investment strategies, and market trends.
- Interpersonal Skills: Excellent interpersonal and communication skills.
- Self-Motivation: Self-motivated and target-driven.
- Client Portfolio: Existing client portfolio or ability to build and maintain one.
- Basic Salary: £50,000.
- Fee Split: 25% fee split on warm leads, 35% fee split on cold leads, and 10% fee split on self-generated market fund leads.
- OTE: OTE of £[insert figure] and above.
- Bank of Clients: Bank of clients will be provided.
- Enhanced Commission Splits: Opportunities for enhanced commission splits on self-generated market fund leads when bringing in own clients.
- Application Instructions: 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.
Remote Work: No
