Senior Qualified Financial Advisor

About the job

Responsibilities: • Develop a deep understanding of the 1 Finance philosophy, approach, and suite of services to effectively align client needs with tailored financial solutions • Conduct thorough assessments of client profiles to design personalized financial plans based on their goals, risk appetite, and financial position • Monitor the implementation and progress of financial plans, holding regular check-ins with clients to ensure alignment with the recommended strategy • Verify, cross-check, and validate all financial plans to ensure they are comprehensive, realistic, and compliant • Execute client servicing activities, offering ongoing support and resolving queries to enhance client satisfaction. • Create and deliver nudges—timely reminders and communications—to encourage clients to take recommended financial actions • Ensure adherence to internal quality standards and maintain compliance with all regulatory and safety requirements Skills: • Strong analytical and problem-solving abilities to evaluate complex financial data and recommend actionable insights • Collaborative mindset with a focus on achieving results through teamwork and client-centric execution • Structured and methodical approach to thinking and execution with strong attention to detail • Comfortable working in agile, fast-paced environments with adaptability to shifting priorities

Requirements

• Client servicing
• Financial planning
• Analytical skills
• Problem-solving
• Teamwork

Preferred Technologies

• Client servicing
• Financial planning
• Analytical skills
• Problem-solving
• Teamwork