Financial Services Professional
4 weeks ago
Financial Services Professional
We are seeking an experienced Financial Services Professional to join our team at Wise Employment. As a Financial Services Professional, you will be responsible for providing clients with impartial financial advice and supporting the company to build credibility and customer loyalty.
Key Responsibilities:
- Provide clients with financial advice and guidance.
- Support the company to build credibility and customer loyalty.
- Maintain the company's current client base and bring in new clients.
Requirements:
- Level 4 qualification in financial advice or relevant Level 4 qualification.
- Good customer service skills for productive client interactions.
- Verbal and written communication skills, including active listening, for determining client needs and reporting financial progress.
- Negotiation skills for securing the best deals for clients.
- Understanding of economics and accounting.
- Computer literacy, including confidence using office and accounting programs.
About Us:
Wise Employment is a leading recruitment agency specializing in financial services. We are committed to providing our clients with the best possible service and supporting their career development.
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