Financial Adviser

2 weeks ago


London, Greater London, United Kingdom Agility Resoucing Full time
Job Description

At Agility Resoucing, we are seeking a skilled Financial Adviser - Client Relationship Specialist to join our team. In this role, you will be responsible for building and maintaining strong relationships with clients, providing them with expert advice on managing their finances.

Key Responsibilities
  • Meeting with clients to understand their financial needs and goals
  • Developing and implementing personalized financial plans to meet client objectives
  • Staying up-to-date with market trends and developments to provide clients with informed advice
  • Collaborating with internal stakeholders to ensure seamless service delivery

The ideal candidate will have a 2:1 or above degree in a relevant subject, such as accountancy, business, maths, or economics. You will also need to demonstrate excellent communication and interpersonal skills, with the ability to build strong relationships with clients.

Salary Information

£30,000 - £50,000 per annum, depending on experience.

Benefits

As a Financial Adviser - Client Relationship Specialist, you will enjoy a range of benefits, including professional development opportunities, competitive salary and bonus structure, and a dynamic working environment.



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