Financial Advisor

About This Role

Developing clear financial plans and providing professional advice to clients is at the heart of this role. The Financial Advisor will focus on building and maintaining client relationships while adhering to strict risk management procedures.

Responsibilities

• Achieve performance targets by bringing clients through the advice process
• Develop client relationships with new and existing clients
• Establish and develop relationships with staff in supporting organizations
• Provide professional best advice in developing clear financial plans for new and existing clients
• Adhere to strict risk management procedures
• Identify financial requirements and develop clear financial plans for new and existing clients in relation to a range of retail products
• Ensure that the highest level of customer service is provided on a consistent basis
• Develop relationships with new and existing clients in line with targets and standards
• Ensure full compliance with all relevant company policies, procedures and legal and regulatory requirements
• Generate new leads and client relationships

Benefits

• Flexible schedule