Financial Advisor
1 week ago
We are seeking a skilled and compassionate Money Adviser to join our team at Citizens Advice Derbyshire Districts. As a Money Adviser, you will play a vital role in helping individuals overcome financial difficulties and achieve financial stability.
About the Role:
- Provide expert financial guidance and advice to clients, helping them to manage their debt and improve their financial wellbeing.
- Work closely with clients to understand their financial situations and develop personalized plans to achieve their goals.
- Collaborate with other teams and stakeholders to ensure seamless delivery of services and achieve excellent outcomes for clients.
- Stay up-to-date with changes in financial regulations and best practices, ensuring that your advice is always current and effective.
What We Offer:
- A competitive salary and benefits package, including a company pension and annual leave.
- Opportunities for professional development and training, including the Accredited Money Advice Learning Plan.
- A supportive and collaborative work environment, with a team of experienced professionals who are passionate about making a difference.
- The chance to work with a wide range of clients, each with their own unique financial challenges and goals.
Requirements:
- Previous experience in a financial advisory or guidance role, or a related field.
- Excellent communication and interpersonal skills, with the ability to build rapport with clients from diverse backgrounds.
- Strong analytical and problem-solving skills, with the ability to interpret complex financial information and develop effective solutions.
- A commitment to ongoing learning and professional development, with a desire to stay up-to-date with the latest financial trends and best practices.
How to Apply:
Please submit your application, including your CV and a cover letter, to [insert contact information]. We look forward to hearing from you
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