Financial Services Professional

2 days ago

Liverpool, Liverpool, United Kingdom Artemis Recruitment Consultants Ltd Full time
Financial Adviser (Qualified) - Liverpool

Artemis Recruitment Consultants Ltd is seeking a skilled Financial Adviser to act as an intermediary between their company and customers. The ideal candidate will provide clients with financial guidance and make recommendations on how to best utilise their money.

Key Responsibilities:

  • Provide strategic advice across a variety of financial products and services, including debt management, cash management, insurance coverage, and investments.
  • Assess clients' overall financial picture, understand their needs, and develop a solid financial plan.
  • Guide clients towards a profitable and secure financial decision.
  • Cultivate a client base and build win-win relationships.
  • Network, generate leads, and identify opportunities to sell financial products.
  • Stay up-to-date with new industry trends and research the market to inform financial consulting.
  • Oversee the course of the financial plan and update it as necessary to ensure profits.
  • Comply with all industry rules and regulations.
  • Liaise with providers, solicitors, valuers, and other professionals.

Requirements and Skills:

  • Proven working experience as a Financial Adviser, Financial Planner, or relevant experience.
  • Track record of successful financial guidance.
  • Ability to analyse market data and provide data-based advice.
  • Strong communication, negotiation, and presentation skills.
  • Accuracy, attention to detail, and the ability to explain complex information clearly and simply.
  • Excellent PC knowledge and ability to operate database systems.
  • Current certificate of qualifications (FCA, CII, DipFA, CISI, or other).
  • Degree in Finance or related field (preferable).

  • Financial Services Professional

    2 days ago

    Liverpool, Liverpool, United Kingdom Prestige Recruitment Group Full time

    Financial Services Career OpportunityPrestige Recruitment Group is seeking a skilled Financial Services professional to join our team.Key ResponsibilitiesConduct comprehensive financial analyses to understand clients' current situations and future goals.Provide personalized financial guidance and recommendations to help clients achieve their long-term...

  • Financial Services Professional

    2 days ago

    Liverpool, Liverpool, United Kingdom Prestige Recruitment Group Full time

    Financial Services Career OpportunityPrestige Recruitment Group is seeking a skilled Financial Services professional to join our team.Key ResponsibilitiesConduct comprehensive financial analyses to understand clients' current situations and future goals.Provide personalized financial guidance and recommendations to help clients achieve their long-term...

  • Financial Services Professional

    2 weeks ago

    Liverpool, Liverpool, United Kingdom GCB Recruitment Full time

    **About the Role**GCB Recruitment is seeking a highly skilled and experienced Financial Services Professional to join our team as a Self-Employed Independent Financial Advisor. Our ideal candidate will be a fully qualified advisor with a strong track record of success in the financial services industry.**Key Responsibilities**As a Self-Employed Independent...

  • Financial Services Professional

    2 weeks ago

    Liverpool, Liverpool, United Kingdom GCB Recruitment Full time

    **About the Role**GCB Recruitment is seeking a highly skilled and experienced Financial Services Professional to join our team as a Self-Employed Independent Financial Advisor. Our ideal candidate will be a fully qualified advisor with a strong track record of success in the financial services industry.**Key Responsibilities**As a Self-Employed Independent...

  • Financial Services Professional

    5 days ago

    Liverpool, Liverpool, United Kingdom Agility Resoucing Full time

    About the RoleAgility Resourcing is proud to be partnering with a leading financial services organization in Liverpool City Centre to find talented Graduates to join their dynamic team.This exciting opportunity offers a chance to work with a diverse group of professionals, contributing to the growth and success of the organization.Key ResponsibilitiesConduct...

  • Financial Services Professional

    5 days ago

    Liverpool, Liverpool, United Kingdom Agility Resoucing Full time

    About the RoleAgility Resourcing is proud to be partnering with a leading financial services organization in Liverpool City Centre to find talented Graduates to join their dynamic team.This exciting opportunity offers a chance to work with a diverse group of professionals, contributing to the growth and success of the organization.Key ResponsibilitiesConduct...

  • Financial Services Professional

    5 days ago

    Liverpool, Liverpool, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Adviser (Qualified) - LiverpoolArtemis Recruitment Consultants Ltd is seeking a skilled Financial Adviser to act as an intermediary between their company and customers. The ideal candidate will provide clients with financial guidance and make recommendations on how to best utilise their money.Key Responsibilities:Provide strategic advice across a...

  • Financial Services Professional

    5 days ago

    Liverpool, Liverpool, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Adviser (Qualified) - LiverpoolArtemis Recruitment Consultants Ltd is seeking a skilled Financial Adviser to act as an intermediary between their company and customers. The ideal candidate will provide clients with financial guidance and make recommendations on how to best utilise their money.Key Responsibilities:Provide strategic advice across a...

  • Financial Services Professional

    7 days ago

    Liverpool, Liverpool, United Kingdom Evelyn Partners Full time

    About Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group with over 186 years of experience. We offer a range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.We provide an award-winning service by employing the best people. Our...

  • Financial Services Professional

    6 days ago

    Liverpool, Liverpool, United Kingdom Evelyn Partners Full time

    About Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group with over 186 years of experience. We offer a range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.We provide an award-winning service by employing the best people. Our...

  • Financial Services Professional

    1 week ago

    Liverpool, Liverpool, United Kingdom Evelyn Partners Full time

    About Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group with over 186 years of experience. We offer a range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.We provide an award-winning service by employing the best people. Our...

  • Financial Services Professional

    1 week ago

    Liverpool, Liverpool, United Kingdom Evelyn Partners Full time

    About Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group with over 186 years of experience. We offer a range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.We provide an award-winning service by employing the best people. Our...

  • Financial Services Professional

    7 days ago

    Liverpool, Liverpool, United Kingdom Evelyn Partners Full time

    About Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group with over 186 years of experience. We offer a range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.We provide an award-winning service by employing the best people. Our...

  • Financial Services Professional

    7 days ago

    Liverpool, Liverpool, United Kingdom Evelyn Partners Full time

    About Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group with over 186 years of experience. We offer a range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.We provide an award-winning service by employing the best people. Our...

  • Financial Services Professional

    3 days ago

    Liverpool, Liverpool, United Kingdom Search Full time

    Personal Financial Coach RoleThis is an exciting opportunity for individuals with outstanding customer service and communication skills to develop their career within the financial services sector.Key Responsibilities:Liaise with existing clients to handle queries related to the management of their personal wealth.Provide guidance on all aspects of clients'...

  • Financial Services Professional

    3 days ago

    Liverpool, Liverpool, United Kingdom Search Full time

    Personal Financial Coach RoleThis is an exciting opportunity for individuals with outstanding customer service and communication skills to develop their career within the financial services sector.Key Responsibilities:Liaise with existing clients to handle queries related to the management of their personal wealth.Provide guidance on all aspects of clients'...

  • Financial Services Professional

    1 week ago

    Liverpool, Liverpool, United Kingdom Search Full time

    Personal Financial Coach RoleSearch is seeking a skilled Personal Financial Coach to join our team. As a key member of our financial services team, you will provide expert guidance and support to clients in managing their personal wealth.Key Responsibilities:Liaise with existing clients to handle queries related to the management of their personal...

  • Financial Services Professional

    1 week ago

    Liverpool, Liverpool, United Kingdom Search Full time

    Personal Financial Coach RoleSearch is seeking a skilled Personal Financial Coach to join our team. As a key member of our financial services team, you will provide expert guidance and support to clients in managing their personal wealth.Key Responsibilities:Liaise with existing clients to handle queries related to the management of their personal...

  • Financial Services Professional

    2 weeks ago

    Liverpool, Liverpool, United Kingdom Agility Resoucing Full time

    About Agility ResourcingAgility Resourcing is delighted to be partnering with a highly successful financial services organisation to help them find talented Graduates to join their team.About the RoleThis is an exciting opportunity for a Graduate to join a dynamic and growing financial services company. As a Graduate, you will have the chance to work with a...

  • Financial Services Professional

    2 weeks ago

    Liverpool, Liverpool, United Kingdom Agility Resoucing Full time

    About Agility ResourcingAgility Resourcing is delighted to be partnering with a highly successful financial services organisation to help them find talented Graduates to join their team.About the RoleThis is an exciting opportunity for a Graduate to join a dynamic and growing financial services company. As a Graduate, you will have the chance to work with a...