Senior Financial Planner
2 semanas atrás
Help clients prepare for life's milestones, protect what matters most, and make informed financial decisions. Build relationships, conduct financial reviews, and expand the client base through referrals and lead generation.
- Nurture Client Relationships: Become a trusted adviser by delivering exceptional service and support.
- Conduct Financial Reviews: Provide personalized advice on retirement planning, investments, life insurance, serious illness cover, and income protection.
- Expand the Client Base: Identify new business opportunities through referrals, lead generation, and networking in your local community.
- Meet Sales Targets: Achieve sales success while maintaining a focus on client needs.
- Ensure Compliance: Uphold regulatory standards and adhere to the company's high ethical values.
This is an opportunity to grow as a professional and contribute to a team that invests in its members' development. Enjoy flexible working arrangements and achieve a healthy work-life balance.
The ideal candidate will possess strong interpersonal skills, technical knowledge of financial products, and all-inclusive sales experience within the life and pensions industry. Proficiency in Microsoft Excel and Word is also required.
At our organization, we value diversity and inclusivity. We strive to create a workplace culture where everyone feels welcome, valued, and empowered to bring their whole selves to work every day.
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