Senior Financial Consultant

2 weeks ago


Liverpool, Liverpool, United Kingdom Artemis Recruitment Consultants Ltd Full time
Financial Adviser (Qualified) - Liverpool

We are seeking a skilled Financial Adviser to act as an intermediary between our client's company and customers, providing financial guidance and making recommendations on how to best utilise their money.

The ideal candidate will be able to research the marketplace on available products and services, identify customers' needs, design financial strategies and close sales.

  • Provide strategic advice across a variety of financial products and services, including debt management, cash management, insurance coverage, and investments.
  • Assess clients' overall financial picture, understand their needs, and develop a solid financial plan.
  • Guide clients towards profitable and secure financial decisions.
  • Cultivate a client base and build win-win relationships.
  • Network, generate leads, and grab opportunities to sell funds, stocks, bonds, etc., to meet sales quotas.
  • Keep abreast of new industry trends and research markets to back up financial consulting.
  • Oversee the course of the financial plan and update it, if necessary, to ensure profits.
  • Comply with all industry rules and regulations.
  • Liaise with providers, solicitors, valuers, and other professionals.

The successful candidate should have a proven track record of working as a Financial Adviser or Financial Planner, along with strong communication, negotiation, and presentation skills.

A current certificate of qualifications (FCA, CII, DipFA, CISI, or other) is required. A degree in Finance or a related field is also preferable.

Salary: £30k + Bonus.



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