Our client is seeking an experienced Senior Financial Advisor to join their growing team. This is an excellent opportunity for a commercially minded professional to manage an established client portfolio, deliver expert financial advice, and help drive business growth.
Key Requirements
- Qualified Financial Advisor (QFA) qualification is essential.
- Minimum of 8 years' experience in investments, pensions, and financial planning.
- Strong experience advising clients on life and pension products.
- Proven ability to manage and grow an existing client portfolio.
- Commercially focused with a track record of generating new business opportunities.
- Experience mentoring or supporting junior team members is desirable.
- Strong relationship management, communication, and organisational skills.
- High attention to detail and knowledge of regulatory and compliance requirements.
Key Responsibilities
- Manage client relationships from initial consultation through to ongoing reviews.
- Provide tailored financial advice and prepare suitability reports.
- Maintain and grow an existing portfolio while identifying cross-selling opportunities.
- Ensure all advice meets regulatory and compliance standards.
- Build long-term client relationships through excellent service.
- Maintain accurate CRM records and support consistent advisory processes.
- Collaborate with colleagues to improve reporting, client experience, and business processes.
- Contribute to business growth and continuous improvement initiatives.
