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Financial Services Specialist
1 month ago
Our client, a reputable financial services company, is seeking a skilled Financial Adviser to act as an intermediary between their company and customers. As a Financial Adviser, you will provide clients with expert financial guidance and make recommendations on how to best utilise their money.
Key Responsibilities:
- Provide strategic advice across a variety of financial products and services, including debt management, cash management, insurance coverage, and investments.
- Assess clients' overall financial picture, understand their needs, and develop a solid financial plan.
- Guide clients towards a profitable and secure financial decision.
- Cultivate a client base and build win-win relationships.
- Network, generate leads, and identify opportunities to sell financial products and services.
- Stay up-to-date with new industry trends and research the market to provide informed financial consulting.
- Oversee the course of the financial plan and update it, if necessary, to ensure profits.
- Comply with all industry rules and regulations.
- Liaise with providers, solicitors, valuers, and other professionals.
Requirements and Skills:
- Proven working experience as a Financial Adviser, Financial Planner, or relevant experience.
- Track record of successful financial guidance.
- Ability to analyse market financial data and provide data-based advice.
- Strong communication, negotiation, and presentation skills.
- Accuracy, attention to detail, and the ability to explain complex information clearly and simply.
- Excellent PC knowledge and ability to operate database systems.
- Current certificate of qualifications (FCA, CII, DipFA, CISI, or other).
- Degree in Finance or related field (preferable).
Please submit your CV to Artemis Recruitment Consultants Ltd for consideration.
