Financial Services Professional
4 weeks ago
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:- Contacting clients and setting up meetings
- Client reviews
- Planning client current provision and future aims
- Researching the marketplace and providing clients with information on new and existing products and services
- Designing financial strategies
- Liaising with head office and financial services providers
- Assisting with all aspects of Client Administration
- Tax Calculations
- Cashflow Planning
- Keeping up to date with financial products and legislation
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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Financial Services Professional
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