Financial Services Specialist
2 weeks ago
We are partnering with a highly respected Financial Services firm based in Manchester to secure a Financial Advisor. This is a full-time opportunity for a strategic financial leader.
The support and growth opportunities here are career-defining. The business promotes internal progression and puts 110% into its staff.
Key Responsibilities:
- Build strong relationships with clients by understanding their financial needs and objectives.
- Provide comprehensive financial planning advice, including investments, pensions, protection, and retirement planning.
- Conduct financial needs assessments and create tailored recommendations.
- Deliver exceptional customer service and maintain regular client contact.
- Keep up to date with financial market trends and regulatory changes.
- Contribute to the growth of the business through client referrals and new business development.
Required Skills and Experience:
- Relevant financial qualifications (Level 4 Diploma in Financial Planning and Management or equivalent).
- Proven track record in the financial services industry.
- Excellent communication and interpersonal skills.
- Strong analytical and problem-solving abilities.
- Ability to build trust and rapport with clients.
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