Independent Financial Consultant

1 week ago


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

We are seeking a highly skilled Independent Financial Adviser to join our team at EFE Personnel Limited.

This permanent, full-time position is based in North West England, Merseyside, St Helens and offers a competitive salary of circa £50,000 per annum + bonus.

Key Responsibilities
  1. Provide expert financial advice to clients on investments, pensions, insurance, and other financial products.
  2. Analyse complex financial information to recommend suitable products and services.
  3. Develop and maintain strong relationships with clients through exceptional communication and interpersonal skills.
  4. Stay up-to-date with the latest financial regulations and market trends to ensure informed decision-making.
  5. Prepare detailed financial reports and recommendations for clients.


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