Strategic Financial Consultant
3 weeks ago
Artemis Recruitment Consultants Ltd is seeking a skilled Financial Adviser to join their team in Cumbria.
About the RoleThis is an excellent opportunity for a motivated and experienced individual to take on a challenging role that requires strong analytical and communication skills.
The successful candidate will have a proven track record of providing strategic advice across a variety of financial products and services, including debt management, cash management, insurance coverage, and investments.
They will assess clients' overall financial picture, understand their needs, and develop a solid financial plan to guide them towards a profitable and secure financial decision.
The ideal candidate will be able to cultivate a client base, build win-win relationships, and network to generate leads and grab opportunities to sell funds, stocks, bonds etc to meet sales quotas.
Responsibilities- Provide strategic advice on financial products and services
- Assess clients' financial picture and develop a financial plan
- Guide clients towards a profitable financial decision
- Cultivate client base and build relationships
- Network and generate leads to meet sales quotas
Requirements and Skills:
- Proven working experience as a Financial Adviser or relevant experience
- Track record of successful financial guidance
- Strong analytical, communication, and negotiation skills
- Accuracy and attention to detail
- 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
Estimated Salary: £45,000 - £60,000 per annum
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