Proactive Financial Consultant

4 weeks ago


Knowsley, United Kingdom EFE Personnel Limited Full time
Job Title: Proactive Financial Consultant

We are seeking a skilled and experienced Independent Financial Adviser (IFA) to join our team at EFE Personnel Limited.

The ideal candidate will have expertise in providing comprehensive financial advice to clients on various products, including investments, pensions, insurance, and other financial solutions.

The selected candidate will be responsible for analyzing client information to recommend tailored financial services, maintaining strong relationships with existing clients, and staying updated on industry trends and regulations.

The role involves preparing detailed financial reports and recommendations for clients, working closely with the EFE Personnel Limited team to deliver exceptional results.

Key Responsibilities:

  • Providing expert financial guidance to clients on suitable investment options, pension plans, and insurance policies.
  • Analyzing complex financial data to recommend customized financial solutions.
  • Maintaining regular contact with existing clients to ensure their ongoing needs are met.
  • Staying informed about market trends and regulatory updates to provide accurate advice.
  • Creating comprehensive financial reports and presentations for clients.

Requirements:

  • Extensive experience as an Independent Financial Adviser (IFA).
  • Excellent knowledge of financial products, including investments, pensions, and insurance.
  • Strong analytical and problem-solving skills to interpret complex financial data.
  • Exceptional communication and interpersonal skills to build strong client relationships.
  • Ability to work independently and as part of a team.

What We Offer:

  • A competitive salary of approximately £50,000 per annum, plus bonus opportunities.
  • A supportive and dynamic work environment.
  • Ongoing training and professional development opportunities.

About Us:

EFE Personnel Limited is a leading provider of recruitment services, committed to delivering exceptional results for our clients and candidates. We pride ourselves on our ability to understand our clients' unique needs and match them with the best talent in the market.



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