Financial Services Specialist
4 days ago
Job Summary
">We are seeking a highly skilled Financial Adviser to join our client's team. The successful candidate will have excellent communication and interpersonal skills, a strong understanding of financial markets and regulations, and the ability to work independently and as part of a team.
">About the Role
">The Financial Adviser will be responsible for providing financial planning and investment advice to clients with assets up to £600 million. This will involve staying up-to-date with financial market trends and regulations, customising financial plans according to clients' changing needs, and growing the number of clients served through referrals and presentations.
">Key Responsibilities
">- ">
- Develop and implement effective marketing strategies">
- Provide detailed financial reports to clients">
- Maintain accurate records of client interactions and transactions">
- Collaborate with other teams to achieve business objectives">
Requirements
">To be successful in this role, you will need:
">- ">
- Highly organised and able to manage multiple priorities">
- Strong analytical and problem-solving skills">
- Ability to build strong relationships with clients and colleagues">
- Flexibility to adapt to changing priorities and deadlines">
Salary and Benefits
">The successful candidate can expect a salary of £35,000 per annum, plus bonuses, and a range of benefits including professional development opportunities and a supportive work environment.
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