Financial Services Consultant

4 days ago


Surrey, United Kingdom Financial Divisions Full time
About the Role

We are seeking a highly skilled and experienced Financial Services Professional to join our team at Financial Divisions. As a Financial Services Consultant, you will be responsible for providing holistic financial advice to our clients, helping them achieve their financial goals and objectives.

Key Responsibilities
  • Provide comprehensive financial planning and advice to clients, including investment, tax, and retirement planning.
  • Build and maintain strong relationships with clients, understanding their financial needs and goals.
  • Develop and implement financial plans that meet the needs of our clients, including creating and managing investment portfolios.
  • Stay up-to-date with industry developments and regulatory changes, ensuring that our clients receive the best possible advice.
  • Work collaboratively with our team to deliver exceptional client service and achieve business objectives.
About Our Client

Our client is a reputable and established Independent Financial Advice firm, with a strong reputation for providing high-quality financial services to individuals and businesses. They have a long history of working with sports clubs and organizations across the South East, and are now looking to expand their team with a new Financial Services Professional.

Requirements
  • Proven experience in financial services, with a strong background in financial planning and advice.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong analytical and problem-solving skills, with the ability to create and implement effective financial plans.
  • Ability to work independently and as part of a team, with a strong focus on delivering exceptional client service.
  • Relevant qualifications and certifications, such as Chartered Financial Planner or Certified Financial Planner.


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