Senior Financial Advisor

Independent Resourcing Consultancy Ltd; Birmingham; On-site; GBP 80,000 - 100,000; Full time

Job summary

A financial services firm in Birmingham is seeking a skilled Financial Advisor to provide expert advice and manage client portfolios. The successful candidate will enjoy competitive commission splits with an OTE of £100,000 and above. This role requires strong financial knowledge, excellent communication skills, and the ability to build and maintain client relationships. If you are motivated and experienced, apply now to join a dynamic team.

Qualifications

• Proven experience as a Financial Advisor in the UK financial market.
• Strong understanding of financial products, investment strategies, and market trends.
• Excellent interpersonal and communication skills.
• Self-motivated and target-driven.

Responsibilities

• Conduct comprehensive financial assessments for clients.
• Provide tailored financial advice and recommend investment strategies.
• Manage and nurture client relationships for satisfaction.
• Develop a deep understanding of financial markets.
• Utilize various lead generation methods for client acquisition.

Skills

Financial product knowledge

Client relationship management

Communication skills

Self-motivation

Job description

Overview

My client is currently seeking a skilled and motivated Financial Advisor to join their team in the United Kingdom. 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 the financial services division.

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.
• Utilize a combination of warm leads, cold leads, and Self-Generated Market Fund (SMF) leads to maximize client acquisition.
• Effectively communicate complex financial concepts to clients in a clear and understandable manner.
• Collaborate with the team to achieve overall business objectives and contribute to a positive working environment.
• Keep abreast of industry regulations and compliance standards.

Qualifications

• Proven experience as a Financial Advisor in the UK financial market.
• Strong understanding of financial products, investment strategies, and market trends.
• Excellent interpersonal and communication skills.
• Self-motivated and target-driven.
• Existing client portfolio or ability to build and maintain one.

Remuneration

• 25% fee split on warm leads.
• 35% fee split on cold leads.
• 10% fee split on Self-Generated Market Fund (SMF) leads.
• OTE of £100,000 and above.

Additional Information

• Bank of clients will be provided.
• Opportunities for enhanced commission splits on Self-Generated Market Fund (SMF) leads when bringing in own clients.

If you are a dedicated and experienced Financial Advisor looking for an exciting opportunity to grow your career, please submit your application with a detailed resume and cover letter. My client looks forward to welcoming the newest member to their dynamic team.