Senior Financial Advisor
Client of Prestige IFA
Employer Active
Posted on 6 Apr
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Experience
2 - 7 Years
Job Location
Education
Bachelor of Commerce(Commerce)
Nationality
Any Nationality
Gender
Not Mentioned
Vacancy
1 Vacancy
Job Description
Roles & Responsibilities
Provide professional advice across Life Insurance, long-term savings and investment planning, General Insurance, Employee Benefits, and personal lines
Build and manage a long-term client portfolio, generating renewal and trail income
Prospect, develop, and close new business through networking, referrals, and lead generation
Conduct in-depth client meetings to understand financial goals and deliver tailored solutions
Maintain accurate and compliant client records
Service existing clients through regular reviews and ongoing financial planning
Stay current with regulatory, legislative, and market developments
Liaise with internal teams, providers, and external professionals such as accountants and solicitors
For qualified candidates, recruit, mentor, and lead advisors as part of a Team Leader / Sales Manager role
Desired Candidate Profile
You will be an experienced, driven financial services professional with a long-term mindset and strong client-facing skills. You will also demonstrate:
- A customer-centric and ethical approach
- Strong communication and relationship-building ability
- Confidence working independently while contributing within a team environment
- Proven networking, business development, and lead-generation capability
- Sound financial awareness and commercial judgement
- Excellent organisation, planning, and time-management skills
- Results-driven mindset with a strong sales culture
- An existing client bank is advantageous but not essential.
Company Industry
Keywords
- Senior Financial Advisor
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