Senior Wealth & Planning Advisor

Scotiabank; Kingswear; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading bank in the Americas seeks a Senior Financial Advisor to join its team in Kingswear, UK. The role involves proactive customer engagement, providing expert financial advice, and building long-term relationships. Candidates should have a Mutual Funds licence and a CIFP Diploma, along with a proven track record in exceeding sales targets. This position offers a competitive compensation package and opportunities for professional growth within a collaborative and inclusive culture.

Benefits

Competitive compensation and benefits package

Career growth opportunities

Supportive leadership and development

Inclusive environment

Qualifications

• Proven ability to meet and exceed sales targets in a fast-paced environment.
• Appetite and drive to build strong customer relationships.
• Strategic mindset to develop personalized financial strategies.

Responsibilities

• Taking a proactive approach to discovering customer needs.
• Educating customers, providing insights and expert advice.
• Building comprehensive plans to help customers achieve their goals.
• Nurturing strong, long-standing relationships.
• Developing and retaining branch business by delivering against sales goals.

Skills

Customer relationship building

Financial strategy development

Sales target achievement

Education

Mutual Funds licence

CIFP Diploma

Job description

A leading bank in the Americas seeks a Senior Financial Advisor to join its team in Kingswear, UK. The role involves proactive customer engagement, providing expert financial advice, and building long-term relationships. Candidates should have a Mutual Funds licence and a CIFP Diploma, along with a proven track record in exceeding sales targets. This position offers a competitive compensation package and opportunities for professional growth within a collaborative and inclusive culture.