Financial Services Specialist

1 month ago


Aberdeen, Aberdeen City, United Kingdom TechBiz Global GmbH Full time
Financial Advisor Role at TechBiz Global GmbH

We are seeking a skilled Financial Advisor to provide expert financial guidance to our clients, helping them make informed decisions about their financial future.

Key Responsibilities:
  • Deliver high-quality financial advice to clients, leveraging expertise in financial planning and management.
  • Develop and maintain strong relationships with clients, understanding their financial goals and objectives.
  • Stay up-to-date with industry trends and regulatory requirements, ensuring compliance and best practices.
  • Collaborate with internal teams to provide comprehensive financial solutions to clients.
  • Possess relevant qualifications, such as DipFA or equivalent, and a proven track record in financial advisory roles.
Requirements:
  • Proven experience as a financial adviser, with a strong understanding of financial planning and management.
  • Ambitious mindset with a passion for helping clients achieve their financial goals.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders.
  • Commitment to providing exceptional service to clients, with a focus on delivering high-quality financial advice.


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