Financial Services Professional
2 weeks ago
Job Title: Financial Services Professional
Job Summary: We are seeking a highly organized and skilled Financial Services Professional to join our team at Brook Street UK Careers. As a Financial Services Professional, you will be responsible for contacting clients, setting up meetings, and providing financial strategies to meet their current and future needs.
Key Responsibilities:
- Contacting clients and setting up meetings
- Providing financial strategies to meet client needs
- Researching the marketplace and providing clients with information on new and existing products and services
- Designing financial strategies and liaising with head office and financial services providers
- Assisting with client administration, tax calculations, and cash flow planning
Requirements:
- Well-organized individual with good management skills
- Ability to use own initiative and prioritize workload
- Strong communication and IT skills
- Level 4 qualification CFA/CFP
Working Conditions:
This is an office-based role, Monday to Friday, full-time, permanent position with a salary of £50k to £55k, annual bonus, life assurance, healthcare, progression, and development opportunities.
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