Strategic Financial Consultant

3 weeks ago


Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time

Artemis Recruitment Consultants Ltd is seeking a skilled Financial Adviser to join their team in Cumbria.

About the Role

This 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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