Financial Services Specialist

4 weeks ago


Liverpool, Liverpool, United Kingdom Artemis Recruitment Consultants Ltd Full time
Financial Adviser (Qualified) - Liverpool

Artemis Recruitment Consultants Ltd is seeking a skilled Financial Adviser to act as an intermediary between their company and customers. The ideal candidate will provide clients with financial guidance and make recommendations on how to best utilise their money.

Key Responsibilities:

  • Provide strategic advice across a variety of financial products and services
  • Assess client's overall financial picture and develop a solid financial plan
  • Guide clients towards a profitable and secure financial decision
  • Cultivate client base and build win-win relationships
  • Network and generate leads to meet sales quotas
  • Keep abreast of new industry trends and research market to back up financial consulting
  • Oversee the course of the financial plan and update it, if necessary, to ensure profits
  • Comply with all industry rules and regulations
  • Liaise with providers, solicitors, and other professionals

Requirements and Skills:

  • Proven working experience as a Financial Adviser or relevant experience
  • Track record of successful financial guidance
  • Ability to analyse market's financial data and provide appropriate data-based advice
  • Strong communication, negotiation, and presentation skills
  • Accuracy, attention to detail, and the ability to explain complex information clearly and simply
  • Excellent PC knowledge and ability to operate database systems
  • Current certificate of qualifications (FCA, CII, DipFA, CISI or other)
  • Degree in Finance or related field preferable


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