Financial Advisor

About the Role

We are collaborating with a prominent financial services company to find a skilled, client-oriented Financial Advisor for an essential position within a well-established team. The role demands comprehensive expertise in investment products, pension planning, and protection solutions.

Key Responsibilities

• Establish and nurture enduring, trustworthy client relationships through consistent communication, portfolio evaluations, and performance feedback.
• Expand the life, pension, and investment portfolio by managing current clients and actively pursuing new business prospects.
• Perform thorough financial analyses to deliver customized advice aligned with clients' objectives, tax planning, and estate management.
• Manage the full business process, including client onboarding, pipeline oversight, application processing, and renewals.
• Ensure compliance with up-to-date regulatory and Anti-Money Laundering (AML) guidelines, while staying informed about market conditions and economic developments.

Candidate Profile

• Qualifications: Qualified Financial Advisor (QFA).
• Experience: At least 3 years in financial advisory or wealth management roles.
• Extensive knowledge of investments, life insurance, and pension products.
• Strong familiarity with current regulatory frameworks and AML procedures.
• Excellent communication skills, capable of explaining complex financial topics in clear terms.
• Proactive, highly organized, and analytical with the ability to maintain composure under pressure and achieve revenue objectives.