Senior Financial Consultant
3 weeks ago
Financial Advisor Role
We are seeking a skilled and experienced Financial Advisor to provide expert financial advice to clients in the UK. The successful candidate will be responsible for managing and growing client portfolios, and contributing to the overall success of our financial services division.
Key Responsibilities:
- Conduct comprehensive financial assessments to understand client needs, goals, and risk tolerance.
- Provide tailored financial advice and recommend suitable investment strategies, products, and services.
- Manage and nurture client relationships to ensure satisfaction and retention.
- Stay up-to-date with financial markets, products, and industry trends to offer informed advice.
- Utilize a combination of warm leads, cold leads, and self-generated market fund leads to maximize client acquisition.
- Effectively communicate complex financial concepts to clients in a clear and understandable manner.
- Collaborate with the team to achieve overall business objectives and contribute to a positive working environment.
- Ensure compliance with industry regulations and standards.
Requirements:
- Proven experience as a Financial Advisor in the UK financial market.
- Relevant financial qualifications (e.g. CISI, CII, or equivalent).
- Strong understanding of financial products, investment strategies, and market trends.
- Excellent interpersonal and communication skills.
- Self-motivated and target-driven.
- Existing client portfolio or ability to build and maintain one.
Remuneration:
- £50,000 basic salary.
- 25% fee split on warm leads.
- 35% fee split on cold leads.
- 10% fee split on self-generated market fund leads.
- OTE of £100,000 and above.
Additional Information:
- Access to a bank of clients will be provided.
- Opportunities for enhanced commission splits on self-generated market fund leads when bringing in own clients.
- We are looking for a dedicated and experienced Financial Advisor to join our dynamic team.
Remote Work: No
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