Financial Services Professional

2 weeks ago


Watford, Hertfordshire, United Kingdom Brook Street UK Careers Full time

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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