Financial Advisor

1 month ago

St Albans Hertfordshire, United Kingdom Independent Resourcing Consultancy Ltd Full time

My client is currently seeking a skilled and motivated Financial Advisor to join their team in the United Kingdom. The successful candidate will be responsible for providing expert financial advice to clients, managing and growing their portfolios, and contributing to the overall success of the financial services division.
Conduct comprehensive financial assessments for clients to understand their needs, goals, and risk tolerance.
- Provide tailored financial advice and recommend suitable investment strategies, products, and services.
- Develop a deep understanding of financial markets, products, and industry trends to stay informed and offer informed advice.
- Utilize a combination of warm leads, cold leads, and Self-Generated Market Fund (SMF) leads to maximize client acquisition.
- Effectively communicate complex financial concepts to clients in a clear and understandable manner.
- Proven experience as a Financial Advisor in the UK financial market.
- Relevant financial qualifications (e.g., Strong understanding of financial products, investment strategies, and market trends.
- Bank of clients will be provided.
- If you are a dedicated and experienced Financial Advisor looking for an exciting opportunity to grow your career, please submit your application with a detailed resume and cover letter.

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