About the Company
HSBC is one of the world’s largest banking and financial services organisations. Our global network serves over 40 million customers worldwide, and our purpose is to open up a world of opportunity for our customers, communities, and colleagues. We are committed to building a diverse and inclusive workforce and fostering an environment where everyone can thrive. Join us and make a difference.
Job Description
We are seeking a highly motivated and client-focused Financial Advisor to join our team in Derry/Londonderry. This is a fantastic opportunity for an experienced professional looking to advance their career within a global financial institution. The successful candidate will be responsible for providing comprehensive financial advice, building lasting client relationships, and helping individuals achieve their financial goals. We offer visa sponsorship for eligible candidates who demonstrate the required expertise and commitment.
Key Responsibilities
- Manage and grow a portfolio of client relationships, providing tailored financial advice.
- Conduct thorough financial needs analyses to understand client objectives and risk tolerance.
- Develop and implement personalized financial plans covering investments, retirement planning, protection, and savings.
- Stay abreast of market trends, financial products, and regulatory changes to ensure compliant and effective advice.
- Proactively identify and pursue new business opportunities through networking and referrals.
- Collaborate with internal specialists to deliver holistic financial solutions.
- Ensure all client interactions and advice adhere to internal policies and regulatory requirements.
- Maintain accurate and up-to-date client records and financial plans.
Required Skills
- Minimum of 3 years of experience as a Financial Advisor or in a similar client-facing financial role.
- Proven track record of building and maintaining strong client relationships.
- In-depth knowledge of financial planning principles, investment products, and wealth management strategies.
- Excellent communication, interpersonal, and presentation skills.
- Strong analytical and problem-solving abilities.
- Ability to work autonomously and as part of a team in a fast-paced environment.
- Demonstrated commitment to continuous professional development and regulatory compliance.
- Eligibility for UK Visa Sponsorship.
Preferred Qualifications
- Relevant professional qualifications such as Diploma in Financial Advice (DipFA), Certificate in Investment Services (CISI Level 4), or equivalent.
- Experience working with a diverse client base, including international clients.
- Existing client book or proven ability to generate new business.
- Proficiency in financial planning software and CRM systems.
Perks & Benefits
- Comprehensive Visa Sponsorship support for eligible candidates.
- Competitive base salary complemented by a performance-based bonus scheme.
- Generous pension scheme contributions.
- Private medical insurance and comprehensive wellness programs.
- Extensive professional development and career progression opportunities within a global organisation.
- Employee discounts on banking products and services.
- Relocation assistance package available for international candidates.
How to Apply
Interested candidates are invited to submit their application by clicking the "Apply Now" button below. To ensure your application is considered, please include the following:
- A current resume
- A cover letter outlining your suitability for the role and your motivation for applying.
We review applications on a rolling basis and will contact shortlisted candidates for an interview.
DISCLAIMER
Welcome to VitalaliCare.com. We provide job seekers with information gathered from various publicly available job posting websites. We do not charge any fees for accessing or using our website, and all job information is provided free of charge.
VitalaliCare.com does not directly offer, manage, or engage in the hiring process for any of the job listings featured on our website. All listings are sourced from third-party job posting platforms. If you have any concerns or need to report a scam, please contact us at techturna@gmail.com.
