Financial Advisor

• Building and maintaining strong client relationships.
• Understanding client needs and providing appropriate financial guidance.
• Managing and developing an existing client portfolio while identifying new opportunities.
• Supporting business development and building referral networks.
• Managing prospects, pipelines and new business activity.
• Working collaboratively with colleagues and stakeholders to deliver effective client solutions.
• Identifying opportunities to improve client service and business performance.
• Ensuring all activities meet relevant regulatory, risk and compliance standards.

The ideal candidate will have:

• Over 3 years Financial Planning experience
• Relevant experience in financial planning, wealth management or financial services.
• Strong knowledge of investments, pensions and related financial products.
• Relevant professional qualifications and a commitment to ongoing development.
• Strong relationship management, communication and business development skills.
• A proactive, commercially aware and client-focused approach.
• Good organisational and stakeholder management skills.