Financial Services Professional

4 weeks ago


Watford, Hertfordshire, United Kingdom Brook Street Full time
Financial Advisor Role

Brook Street is seeking a well-organised Financial Advisor to join their team in Hertfordshire. As a Financial Advisor, you will be responsible for contacting clients, setting up meetings, and providing them with information on new and existing financial products and services.

Duties:
  1. Contacting clients and setting up meetings
  2. Client reviews
  3. Planning client current provision and future aims
  4. Researching the marketplace and providing clients with information on new and existing products and services
  5. Designing financial strategies
  6. Liaising with head office and financial services providers
  7. Assisting with all aspects of Client Administration
  8. Tax Calculations
  9. Cashflow Planning
  10. Keeping up to date with financial products and legislation
Requirements:

You will need to be a well-organised individual with good management skills, the ability to use your own initiative, the capability to prioritise your own workload, strong communication skills, and IT skills. A Level 4 qualification (CFA / CFP) is required.

Additional Information:

This is an office-based role due to having high profile clients based onsite. Working hours are Monday to Friday, full-time, permanent. Salary is between £50k to £55k, with an annual bonus, life assurance, healthcare, progression and development opportunities, further education support, and a flexible work-life balance.



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