Financial Services Professional

1 week ago


Liverpool, Liverpool, United Kingdom Prestige Recruitment Group Full time
Financial Services Advisor Role

Prestige Recruitment Group is seeking a skilled Financial Services Advisor to join our team in Liverpool.

This is a fantastic opportunity for a passionate and knowledgeable individual to help clients achieve their long-term financial goals while working closely with a Financial Advisor.

Key Responsibilities
  • Conduct thorough financial analyses to understand clients' current situations and future objectives.
  • Provide expert guidance on investment strategies tailored to individual clients' preferences and goals.
  • Help clients realize their long-term financial ambitions through effective financial planning.
  • Offer personalized financial guidance services to clients.
Requirements and Qualifications
  • At least 1-2 years of experience in Financial Services, Financial Planning, or Wealth Management.
  • Strong understanding of Wealth Management administration.
  • Ability to work in a fast-paced environment with a focus on delivering exceptional client service.
  • Strong problem-solving skills and a keen interest in financial technology.

As a successful candidate, you will be rewarded with a competitive salary, pension, and other benefits in a supportive and welcoming company atmosphere.



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