Financial Adviser
2 weeks ago
North Wales
26/07/2023
Type of Position:
Financial Adviser (Qualified) - North Wales
Pay:
£30k + Bonus
Financial Adviser (Qualified) - North Wales:
Responsibilities
- Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
- Assess client's overall financial picture, understand their needs and develop a solid financial plan
- Guide clients towards a profitable and secure financial decision
- Cultivate client base and build winwin relationships
- Network, generate leads and grab opportunities to sell funds, stocks, bonds etc to meet sales quotas
- Keep abreast of new industry's trends and research market to back up financial consulting
- Oversee the course of the financial plan and update it, if necessary, to ensure profits
- Comply with all industry rules and regulations
- Liaise with providers, solicitors, valuers and other professionals
Requirements and skills
- Proven working experience as a Financial Adviser, Financial Planner or relevant experience
- Track record of successful financial guidance
- Ability to analyse market's financial data and to provide appropriate databased advice
- Strong communication, negotiation and presentation skills
- Accuracy, attention to detail and the ability to explain complex information clearly and simply
- Excellent PC knowledge and ability to operate database systems
- Current certificate of qualifications (FCA, CII, DipFA, CISI or other)
- Degree in Finance or related field preferable
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