Advisory Consultant

2 weeks ago

Prescot, Knowsley, United Kingdom EFE Personnel Full time
Job Summary: We are looking for a talented Advisory Consultant - Wealth Management to join our team at EFE Personnel. As a key member of our financial services team, you will provide expert financial advice and guidance to clients, helping them achieve their financial objectives.

Key Responsibilities:
  • Provide comprehensive financial advice and recommendations to clients
  • Analyse financial data to identify areas for improvement and develop strategies for optimisation
  • Develop and implement financial plans tailored to individual client needs
  • Maintain up-to-date knowledge of industry regulations and best practices

Requirements:
  • Degree in Finance, Economics, Business, or related field
  • Professional qualifications such as Chartered Financial Planner (CFP) preferred
  • Minimum 5 years' experience in a similar role, with a proven track record of success
  • Excellent communication and interpersonal skills

Benefits:
This is a permanent, full-time position, offering a competitive salary, bonus structure, and opportunities for career growth and development within our company.

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