This is a full-time permanent position and you can work fully remote if you wish.
The Role:
- Hold financial meetings / reviews with clients of the firm to identify needs
- Provide professional advice with respect to the needs of clients
- Make recommendations and provide solutions to client’s requirements
- Building and maintaining strong relationships with clients
- Comply with all internal and external regulatory requirements
- Ensure adherance to compliance regulations and standards
- Minimum QFA qualification
- Minimum 3 years experience providing financial advice in a brokerage firm or self employed
- A self-starter and ability to work towards agreed targets
- Target driven with strong customer service skills
- Excellent interpersonal and communication skills
- Flexible and adaptable