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Financial Services Consultant

2 months ago

Bristol, Bristol, United Kingdom CleverHR Full time

About CleverHR

CleverHR is a well-established and respected Financial Services firm that offers a range of financial products and services to individuals and families across the UK.

Job Summary

We are seeking a highly motivated and enthusiastic Financial Adviser to join our team. As a Financial Adviser, you will play a key role in helping our customers achieve their financial goals and aspirations, while also protecting their families through a range of insurance products.

Key Responsibilities

  • Provide financial advice and guidance to customers to help them achieve their financial goals.
  • Build and maintain strong relationships with customers to ensure their ongoing financial needs are met.
  • Work closely with our sales team to identify new business opportunities and grow our customer base.
  • Stay up-to-date with industry developments and regulatory requirements to ensure our customers receive the best possible advice.

What We Offer

We offer a competitive salary, uncapped bonus scheme, company car, and a range of employee benefits, including a company pension. You will also have the opportunity to work from home and be part of a successful team of Financial Advisers.

Requirements

  • Strong sales and account management skills.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Full UK driving licence.
  • Clean financial background.