Financial Services Representative

4 weeks ago


Falmouth, Cornwall, United Kingdom Bighornlaw Full time
About the Role

We are seeking a skilled Financial Planner to join our team at Baystate Financial. As a Financial Planner, you will play a critical role in helping our clients achieve their financial goals.

Key Responsibilities
  • Develop and implement comprehensive financial plans for clients, taking into account their unique needs and circumstances.
  • Provide expert advice on investment management, insurance, and other financial products to help clients achieve their goals.
  • Build and maintain strong relationships with clients, understanding their financial situations and providing tailored solutions.
  • Collaborate with internal teams to ensure seamless delivery of financial services to clients.
  • Stay up-to-date with industry trends and developments to provide the best possible advice to clients.
Requirements
  • A Bachelor's degree in finance, business administration, or a related field is preferred.
  • Strong analytical and problem-solving skills, with the ability to communicate complex financial concepts to clients.
  • Excellent interpersonal and communication skills, with the ability to build strong relationships with clients and internal teams.
  • Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines.
What We Offer

As a Financial Planner at Baystate Financial, you will have the opportunity to work with a diverse range of clients and develop your skills in a dynamic and supportive environment. We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.

We are committed to providing our clients with the highest level of service and expertise, and we are seeking a talented Financial Planner to join our team. If you are a motivated and results-driven individual with a passion for financial planning, we encourage you to apply for this exciting opportunity.



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