Consultant - Financial Policy
3 weeks ago
Financial Adviser (Qualified) - Cheshire - Artemis Recruitment Consultants Financial Services
Financial Adviser (Qualified) - Cheshire
Pay: £30k + Bonus
Financial Adviser (Qualified) - Cheshire
Our client is looking for a Financial Adviser to act as an intermediary between their company and customers. You will provide clients with financial guidance and make recommendations on how to best utilise their money. The ideal candidate will be able to research the marketplace on available products and services, identify customers’ needs, design financial strategies and close a sale.
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
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
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 data-based advice
Excellent PC knowledge and ability to operate database systems
Degree in Finance or related field preferable
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