Financial Services Specialist

4 days ago


Nottingham, Nottingham, United Kingdom Express Recruitment Full time

Job Summary

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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.

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About the Role

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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.

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Key Responsibilities

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  • 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">
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Requirements

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To be successful in this role, you will need:

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  • 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">
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Salary and Benefits

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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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