Senior Qualified Financial Advisor

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 requirementsSkills:- 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

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