Financial Services Professional

4 weeks ago


Knowsley, United Kingdom EFE Personnel Limited Full time
About the Opportunity

EFE Personnel Limited is looking for a seasoned Financial Adviser to fill this exciting role.

The successful candidate will be responsible for providing high-quality financial guidance to clients, ensuring they make informed decisions about their investments, pensions, and insurance.

Responsibilities and Requirements
  1. Deliver exceptional client service by providing tailored financial solutions.
  2. Analyse and interpret complex financial data to identify opportunities for growth.
  3. Maintain a deep understanding of financial markets and regulations to stay ahead of the curve.
  4. BUILD STRONG RELATIONSHIPS WITH CLIENTS THROUGH EFFECTIVE COMMUNICATION AND INTERPERSONAL SKILLS.
  5. PRODUCE ACCURATE AND COMPREHENSIVE FINANCIAL REPORTS FOR CLIENTS.

We offer a competitive salary package, including a base salary of £50,000 per annum + bonus, reflecting the importance we place on attracting and retaining top talent.


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