Financial Services Consultant
6 days ago
About CleverHR
CleverHR is a well-established and respected Financial Services firm that offers a range of financial products and services to individuals and families across the UK.
Job Summary
We are seeking a highly motivated and enthusiastic Financial Adviser to join our team. As a Financial Adviser, you will play a key role in helping our customers achieve their financial goals and aspirations, while also protecting their families through a range of insurance products.
Key Responsibilities
- Provide financial advice and guidance to customers to help them achieve their financial goals.
- Build and maintain strong relationships with customers to ensure their ongoing financial needs are met.
- Work closely with our sales team to identify new business opportunities and grow our customer base.
- Stay up-to-date with industry developments and regulatory requirements to ensure our customers receive the best possible advice.
What We Offer
We offer a competitive salary, uncapped bonus scheme, company car, and a range of employee benefits, including a company pension. You will also have the opportunity to work from home and be part of a successful team of Financial Advisers.
Requirements
- Strong sales and account management skills.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Full UK driving licence.
- Clean financial background.
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