Financial Services Professional

4 weeks ago


Exeter, Devon, United Kingdom Wise Employment Full time

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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