Expert Financial Solutions Specialist

20 hours ago


St Albans, Hertfordshire, United Kingdom Click and Connect Online Limited Full time
Financial Advisor Opportunity

We are seeking a skilled and experienced Financial Advisor to join our team in the UK.

About the Role

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.

Salary and Benefits

This is a highly rewarding role with an estimated salary of £100,000 - £150,000 depending on experience. You will also receive a basic salary of £50,000, along with opportunities for enhanced commission splits on Self-Generated Market Fund (SMF) leads when bringing in own clients.

Key Responsibilities
  • Conduct comprehensive financial assessments for clients to understand their 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.
  • Develop a deep understanding of financial markets, products, and industry trends to stay informed and offer informed advice.
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.
About Us

Our company, Click and Connect Online Limited, provides exceptional customer service and offers a dynamic work environment. We believe in investing in our employees' growth and development and provide ongoing support and training.



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