Employed Financial Advisor

6 days ago


Leeds, Leeds, United Kingdom Templegate Full time

TEMPLEGATE RECRUITMENT

Financial Services Specialist Recruiters

Job Title:
Employed Financial Advisor

Location:
Leeds

Salary:
£40,000 Upwards (depending on experience and qualifications)

About the Company:


You will be working on behalf of a highly successful, IFA firm who provide comprehensive financial planning and investment advice, they are seeking a Professional Financial Advisor.


What Your Day to Day Duties Will Include Employed Financial Advisor:

  • Meeting clients and discussing their finances and financial goals
  • Researching financial products for clients and explaining their key features and benefits
  • Negotiating better financial deals with providers on a client's behalf
  • Researching financial law changes and economic trends
  • Reporting their clients' financial results and investment progress
  • Supporting investment professionals to cultivate client relationships

What is Needed to Be Considered Employed Financial Advisor:

  • Must be Level 4 Diploma qualified
  • Good customer service for pleasant and productive client interactions
  • Verbal and written communication, including active listening, for determining client needs and reporting financial progress
  • Negotiation skills for securing the best deals for clients
  • Understanding of economics, accounting and other financial concepts
  • Mathematics for developing sound financial strategies
  • Computer literacy, including confidence using office and accounting programs

Job Types:
Full-time, Permanent

Salary:
From £40,000.00 per year

Work Location:
In person

Reference ID: 1549

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