Client Advisor

2 weeks ago


Edinburgh, United Kingdom Switch Advisor Ltd Full time

**Client Advisor**

Switch Advisor Ltd is looking for a client advisor to join our team. We are proud to have a team of amazing individuals who are passionate about what we do, what we stand for, and how we do it.

**Role and Responsibilities**:

- Act as the primary point of contact for assigned clients, understanding their goals, challenges, and preferences.
- Build strong, long-lasting client relationships by offering personalized advice and solutions.
- Collaborate with clients to assess their needs and develop comprehensive strategies to meet their financial, investment, or service-related goals.
- Provide expert guidance on our range of products, services, and solutions, addressing any questions or concerns.
- Stay up-to-date with industry regulations and changes to ensure clients receive accurate and compliant information.

**Qualifications**:

- Strong knowledge of investment strategies, and market trends.
- Excellent interpersonal and communication skills.
- Ability to listen actively and empathize with clients' needs.
- Detail-oriented and organized, with excellent time management skills.

**Job Types**: Full-time, Permanent, Graduate

**Salary**: £23,142.00-£26,205.00 per year

**Benefits**:

- Flexitime

Schedule:

- 8 hour shift
- Day shift
- Flexitime
- Monday to Friday

Supplemental pay types:

- Bonus scheme
- Performance bonus
- Yearly bonus

Work authorisation:

- United Kingdom (preferred)

Ability to Commute:

- Edinburgh (preferred)

Work Location: In person

Application deadline: 28/08/2023
Expected start date: 30/08/2023


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