Executive Financial Advisor

Job Specification:  Executive Financial Advisor - Independent (Commissioned)

Our client is looking for qualified and experienced Financial Advisors to join their team. The successful candidates will provide expert financial advice, develop tailored solutions (with all insurance companies codes to provide to your client), and ensure compliance with regulatory requirements. This role requires an individual with strong analytical skills, a customer-focused approach, and the necessary industry qualifications.

Key Responsibilities

• Provide comprehensive financial advice to clients on investments, insurance, estate planning, and retirement options


• Assess client needs and develop customised financial plans and recommendations


• Source new business opportunities and build strong, long-term client relationships


• Ensure compliance with all relevant regulatory requirements and internal procedures


• Stay updated wi...