Financial Adviser
2 months ago
We are seeking a dynamic and experienced Financial Adviser to join our team at CleverHR. As a Financial Adviser, you will be responsible for providing high-quality financial advice to clients, ensuring their financial goals are met and exceeded.
Key Responsibilities:- Provide comprehensive financial advice to clients, including investment, retirement, and estate planning.
- Conduct thorough research and analysis to identify suitable financial solutions for clients.
- Develop and maintain strong relationships with clients, ensuring their financial needs are met and exceeded.
- Stay up-to-date with industry developments, regulatory changes, and market trends to ensure the highest level of expertise.
- Collaborate with the team to achieve business objectives and contribute to the growth and success of the company.
- Level 4 Diploma in Financial Planning (or equivalent)
- Proven experience in financial planning and advice
- Strong understanding of financial products, regulations, and market dynamics
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced environment and meet deadlines
- Competitive salary and bonus structure
- Opportunities for professional development and growth
- Collaborative and dynamic work environment
- Recognition and rewards for outstanding performance
We are an equal opportunities employer and welcome applications from diverse candidates. If you are a motivated and experienced Financial Adviser looking for a new challenge, please submit your application.
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