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Financial Services Professional
2 months ago
Artemis Recruitment Consultants Ltd is seeking a skilled Financial Adviser to act as a liaison between our company and clients. As a Financial Adviser, you will provide clients with expert financial guidance and make recommendations on how to optimize their financial resources. The ideal candidate will be able to research the market for available financial products and services, identify clients' needs, design comprehensive financial strategies, and close sales.
Key Responsibilities- Provide strategic advice across a range of financial products and services, including debt management, cash management, insurance coverage, and investments.
- Assess clients' overall financial situation, understand their needs, and develop a solid financial plan.
- Guide clients towards profitable and secure financial decisions.
- Cultivate a client base and build mutually beneficial relationships.
- Network, generate leads, and capitalize on opportunities to sell financial products, such as funds, stocks, and bonds, to meet sales targets.
- Stay up-to-date with industry trends and conduct market research to support financial consulting.
- Oversee the implementation of financial plans and update them as necessary to ensure optimal results.
- Comply with all relevant industry regulations and standards.
- Collaborate with providers, solicitors, valuers, and other professionals.
- Proven experience as a Financial Adviser, Financial Planner, or relevant professional.
- A track record of successful financial guidance and planning.
- Ability to analyze financial data and provide data-driven advice.
- Strong communication, negotiation, and presentation skills.
- Attention to detail and the ability to explain complex information clearly and simply.
- Proficiency in PC software and database systems.
- Current certification in a relevant field (e.g., FCA, CII, DipFA, CISI).
- A degree in Finance or a related field is preferred.
