Financial Services Consultant
4 days ago
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.
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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