Financial Services Specialist
1 month ago
GCB Recruitment is proud to partner with a rapidly growing financial services firm that offers a fantastic company culture, complete with modern offices, annual events, and a collaborative environment prioritising employee satisfaction and growth.
Salary
The salary package on offer for the role of Financial Advisor includes a basic salary of £45,000 - £70,000, an OTE of £100,000, and a bonus structure.
Job Description
As a Financial Advisor, you will work closely with clients, providing expert guidance on managing their finances through strategic cashflow planning and offering ongoing, reliable support. Your strong ability to understand client needs and recommend suitable products and services will help achieve their financial goals.
Required Skills and Qualifications
The ideal candidate will have a Level 4 Diploma, excellent communication, interpersonal, and listening skills, the capability to explain complex information simply, and the ability to network and establish relationships with clients. A target-driven mindset is also essential for this role.
Benefits
In addition to a competitive salary, the company offers a dynamic work environment, opportunities for growth and development, and a range of benefits to support your well-being. You will have the flexibility to work from home or in the office, depending on location.
Responsibilities
Key responsibilities include arranging client appointments, managing and maintaining client relationships, growing a successful client book, conducting annual client reviews, and maintaining high professional standards.
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