Senior Financial Advisor - Wealth & Banking Solutions

Scotiabank; Scarborough; On-site; GBP 60,000 - GBP 90,000; Full time

Job summary

A leading financial institution in Scarborough, UK, is seeking a Senior Financial Advisor who excels in building customer relationships and offering personalized financial strategies. The role includes educating customers on financial solutions, achieving sales targets, and developing comprehensive financial plans. Candidates should possess a Mutual Funds licence and a CIFP Diploma, with a commitment to exceptional customer service and a results-oriented approach. This position offers a competitive salary and benefits in a collaborative work environment.

Benefits

Competitive compensation

Career advancement opportunities

Comprehensive benefits package

Qualifications

• Strong customer relationship skills required.
• Ability to develop personalized financial strategies.
• Experience meeting and exceeding sales targets in a fast-paced environment.

Responsibilities

• Provide exceptional customer service throughout their journey.
• Educate customers on financial products and services.
• Develop comprehensive plans to help customers achieve their goals.

Skills

Customer relationship building

Strategic mindset

Sales capability

Knowledge of financial products

Education

Mutual Funds licence

CIFP Diploma

Job description

A leading financial institution in Scarborough, UK, is seeking a Senior Financial Advisor who excels in building customer relationships and offering personalized financial strategies. The role includes educating customers on financial solutions, achieving sales targets, and developing comprehensive financial plans. Candidates should possess a Mutual Funds licence and a CIFP Diploma, with a commitment to exceptional customer service and a results-oriented approach. This position offers a competitive salary and benefits in a collaborative work environment.