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Your new company

Our client is a well-established and highly regarded financial services provider with a strong presence across the region. Known for its client-centric approach and commitment to delivering high-quality financial solutions, the organisation offers a supportive and collaborative working environment. With a focus on long-term relationships and professional excellence, they invest in their people, providing the tools, training, and infrastructure needed to succeed in a competitive and evolving market.

Your new role

This is a client-facing advisory role focused on pensions and investments, requiring regular on-site presence and travel for client meetings. It is a target-driven position.

• Provide clients with comprehensive financial planning solutions, including tailored investment solutions, pensions, savings and protection.
• Manage an existing portfolio of clients and develop client relationships with new and existing clients within the region.
• Identify financial planning needs and generate new business with existing and potential clients to achieve performance targets.
• Deliver a consistent, high level of professional advice and consultation with respect to clients’ needs.
• Ability to undertake in-depth evaluations of a client's financial situation, current provisions, future goals, and risk attitude while conducting a comprehensive fact find with clients to discover their needs and objectives.
• Contribute to the continuous improvement of administrative processes through feedback and cooperation with support staff.
• Maintaining professional development and accreditation through tutorials and seminars.
• Reporting to management and support staff on activities,
  business targets, and meetings undertaken.
• Keep up-to-date with financial products and legislation.
• Keep line managers/directors updated on operational issues.
• Achieve or exceed agreed
  business targets
  and meet business compliance standards and requirements.
• The role will require occasional travel for coverage of the network of offices in the region.

What you'll need to succeed

• Fully QFA-qualified and CPD compliant.
• Proven experience in a similar advisory role.
• Strong communication skills, both written and verbal, with excellent client engagement ability.
• A proactive mindset with a commitment to continuous learning and professional development.
• Strong organisational skills with the ability to prioritise a busy workload effectively.
• Accountability for maintaining positive working relationships with colleagues, management, and external partners.
• A results-driven approach with initiative and a focus on achieving goals.
• A collaborative, team-oriented attitude.
• Previous experience in a sales role within a brokerage or similar environment is a distinct advantage.

What you'll get in return

• Annual performance-based bonus
• Commission structure integrated into the annual bonus
• Additional earning opportunities through referral fee splits (e.g. accounting team leads)
• Occupational pension scheme
• Aviva Care programme
• Death in service benefit
• Income protection
• Generous Employee Assistance Programme (EAP)
• Employee-driven charity fund
• Bike-to-work scheme
• Company events
• Additional annual leave

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

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