Senior Financial Adviser
4 weeks ago
About the Opportunity:
As a Senior Financial Adviser, you will play a critical role in supporting our clients achieve their financial goals. Your responsibilities will include researching financial products, negotiating better deals, and providing expert advice on financial law changes and economic trends.
- Dealing with high net worth individuals
- Meeting clients and discussing their finances and financial goals
- Researching financial products for clients and explaining their key features and benefits
- Negotiating better financial deals with providers on a client's behalf
- Researching financial law changes and economic trends
- Reporting their clients' financial results and investment progress
- Supporting investment professionals to cultivate client relationships
- A minimum of 5 years' experience as a Financial Advisor with a list of current clients
- A degree in business management or accountancy services or a level 4 qualification
- Excellent customer service and account management experience
- Good networking skills
- Strong computer skills and a sound understanding of economics and financial concepts
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Financial Services Expert
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Advisory Financial Consultant
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Senior Financial Compliance Specialist
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Strategic Financial Analyst
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Senior Financial Manager
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Senior Financial Assistant
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Financial Professional
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Senior Financial Strategist
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Senior Financial Manager
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Senior Financial Assistant
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Senior Financial Officer
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Senior Financial Advisor
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Financial Semi-Senior Specialist
3 weeks ago
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Senior Financial Advisor
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Senior Financial Analyst Role
4 weeks ago
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Expert Financial Planner
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Senior Financial Services Coordinator
4 weeks ago
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Senior Financial Professional
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Senior Financial Modeller
3 weeks ago
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