Finance Head jobs in United Kingdom
Senior Financial Advisor
Independent Resourcing Consultancy Ltd
Discover more opportunities than anywhere else. Find more jobs nowFinance Manager: Hybrid, High-Growth Manufacturing
Axon Moore
Manufacturing Finance Manager - Insight & Controls (Travel)
Axon Moore
Connect with headhunters to apply for similar jobsCorporate Tax Manager
Bennett and Game Recruitment LTD
Part-Time CFO/FD - Build Your Own Client Portfolio
The CFO Centre - Italy
Consultant / Senior Consultant, Investment Management Reporting
DELOITTE LLP
Analyst - Investment, Fiduciary & Pensions
Leapfrog Recruitment Consultants
Senior Analyst - Investment, Fiduciary & Pensions
Leapfrog Recruitment Consultants
Senior Financial Advisor
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
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.
- 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.
- 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.
- 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.
- 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.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.