Senior Financial Advisor
3 weeks ago
My client is currently seeking a skilled andmotivated Financial Advisor to join their team in the UnitedKingdom. The successful candidate will be responsible for providingexpert financial advice to clients managing and growing theirportfolios and contributing to the overall success of the financialservicesdivision.
Responsibilities:
Conduct comprehensive financial assessments for clients tounderstand their needs goals and risk tolerance.
Provide tailored financial advice and recommend suitable investmentstrategies products and services.
Manage andnurture client relationships to ensure satisfaction andretention.
Develop a deep understanding offinancial markets products and industry trends to stay informed andoffer informed advice.
Utilize a combination ofwarm leads cold leads and SelfGenerated Market Fund (SMF) leads tomaximize client acquisition.
Effectivelycommunicate complex financial concepts to clients in a clear andunderstandable manner.
Collaborate with the teamto achieve overall business objectives and contribute to a positiveworking environment.
Keep abreast of industryregulations and compliancestandards.
Qualifications:
Proven experience as a Financial Advisor in the UK financialmarket.
Relevant financial qualifications (e.g.CISI CII or equivalent).
Strong understanding offinancial products investment strategies and markettrends.
Excellent interpersonal andcommunication skills.
Selfmotivated andtargetdriven.
Existing client portfolio orability to build and maintainone.
Remuneration:
50000 basic salary.
25% fee split on warmleads.
35% fee split on coldleads.
10% fee split on SelfGenerated MarketFund (SMF) leads.
OTE of 100000 andabove.
AdditionalInformation:
Bank of clients willbe provided.
Opportunities for enhancedcommission splits on SelfGenerated Market Fund (SMF) leads whenbringing in own clients.
If you are a dedicatedand experienced Financial Advisor looking for an excitingopportunity to grow your career please submit your application witha detailed resume and cover letter. My client looks forward towelcoming the newest member to their dynamicteam.
50000 basicsalary.
OTE of 100000 andabove.
Remote Work :
No
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