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Financial Services Professional

2 months ago

Chelmsford, Essex, United Kingdom GCB Recruitment Full time

About the Role:

We are seeking a highly skilled and experienced Financial Advisor to join our team at GCB Recruitment. As a Financial Advisor, you will be responsible for providing expert financial guidance and advice to our clients, helping them to achieve their financial goals and objectives.

Key Responsibilities:

  • Dealing with an existing client bank and building strong relationships with clients to understand their financial needs and goals.
  • Analysing information and liaising with internal support to prepare recommendations best suited to individual clients' requirements and review financial reports.
  • Researching and providing clients with information on new and existing financial products and services.
  • Staying up to date with financial products and legislation, as well as ensuring technical knowledge is maintained.
  • Developing and maintaining client relationships, and continuously developing a client bank to maximise opportunities and build profitable relationships.

Requirements:

  • Qualified advisor (Minimum Level 4)
  • Excellent communicator with an exceptional grasp of the English Language; both written and spoken.
  • Strong computer literacy with exceptional attention to detail.
  • Highly self-motivated and offering exceptional customer service.

What We Offer:

  • £45,000 basic salary
  • Profit share
  • Career progression
  • Parking
  • Healthcare (after the qualifying period)

Working Hours:

  • Monday to Friday
  • Hybrid working is also an option