Financial Services Expert

5 days ago


Leicester, Leicester, United Kingdom CV-Library Full time
Job Description: Financial Services Expert

We are seeking an experienced Financial Services Expert to join our team. The ideal candidate will have a strong background in financial analysis, planning, and management. They will be responsible for working closely with clients to understand their financial needs and goals, and developing tailored financial plans to meet those objectives.

A key aspect of this role is the ability to analyze complex financial data, identify trends and opportunities, and develop strategic recommendations to achieve client goals. The successful candidate will also be responsible for communicating financial information to clients in a clear and concise manner.

Key Responsibilities:
  • Analysing clients' financial needs and goals
  • Developing and implementing financial plans
  • Analyzing and interpreting financial data
  • Communicating financial information to clients
  • Identifying and capitalizing on financial opportunities

Requirements:
  • Strong background in financial analysis, planning, and management
  • Ability to analyze complex financial data
  • Excellent communication and interpersonal skills
  • Proven track record of success in financial services
  • Strong problem-solving and analytical skills

Estimated Salary: £35,000 - £45,000 per annum
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