Financial Advisor
Full Time @3D Global Wealth Management posted 2 weeks ago in Finance Shortlist Email JobJob Detail
-
Job ID 25398
Job Description
As a Financial Advisor at 3D Global, you will be responsible for providing comprehensive financial advisory services to clients while adhering to regulatory standards and company policies. This role offers a competitive salary, opportunities for career advancement, and the potential for progression to a self-employed advisory position.
Responsibilities:
1. Contacting clients and setting up meetings, either within an office environment or in clients’ homes or business premises.
2. Conducting in-depth financial reviews and analyses for clients to assess their current financial situation, goals, and risk tolerance.
3. Producing financial reports.
4. Developing customized financial strategies and plans tailored to meet the individual needs and objectives of clients.
5. Communicating complex financial concepts and recommendations to clients in a clear, concise, and understandable manner.
6. Maintaining ongoing relationships with clients to provide ongoing support, guidance, and updates on their financial matters.
7. Keeping abreast of industry trends, regulatory changes, and new financial products to ensure the delivery of relevant and up-to-date advice.
8. Collaborating with other professionals, such as estate agents, solicitors, and accountants, to provide holistic financial solutions for clients.
9. Meeting or exceeding revenue targets and performance metrics set by the company.
10. Ensuring compliance with regulatory requirements, including disclosure obligations, costs of services provided, and recommended products.
11. Participating in ongoing training and professional development activities to enhance knowledge and skills.
12. Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments.
13. Meeting the regulatory aspects of the role, including requirements for disclosure, costs of the services provided, and advised products.
14. Maintaining suitable qualifications and completing Continuing Professional Development (CPD).
Requirements:
1. Qualified to level 4 minimum: UK DipPFS/Cyprus CySEC Advanced or equivalent.
2. Minimum 2 years of financial sales experience.
3. Proven track record of success in meeting or exceeding sales targets and client satisfaction metrics.
4. Interest in providing long-term, ethical services.
5. Career-minded attitude.
6. Willingness to relocate or work remotely as needed.
Skills:
1. Excellent interpersonal skills and the ability to build and maintain relationships with clients.
2. The capability to explain complex information simply and clearly.
3. Strong analytical and problem-solving abilities.
4. The ability to network and establish relationships with clients.
5. Strong communication, negotiation, and presentation skills.
6. Determination and tenacity.
7. Time management and organizational skills.
8. Customer service orientation.
9. Self-motivation and initiative.
10. Good numeracy and IT skills.
11. Decision-making skills.
12. Discretion and an understanding of the need for client confidentiality.
13. An ethical and professional approach to work, with a commitment to putting clients’ interests first.
Benefits:
• Competitive salary commensurate with qualifications and experience.
• Performance-based incentives and bonuses.
• Opportunities for career progression and advancement within the company.
• Comprehensive training and development programs.
• Potential to transition to a self-employed advisory position after a suitable period.
• Flexible work arrangements, including remote work options.
• Access to a wide range of financial products and tools to support client solutions.
• Supportive and collaborative work environment.
Join us at 3D Global and embark on a rewarding career as a Salaried Financial Consultant, where you can make a positive impact on clients’ financial well-being and achieve your professional goals.
