Financial Services Professional

1 week ago


Liverpool, Liverpool, United Kingdom Prestige Recruitment Group Full time
Financial Services Career Opportunity

Prestige Recruitment Group is seeking a skilled Financial Services professional to join our team.

About the Role

This is an exciting opportunity to work with a leading Financial Services organization, helping clients achieve their long-term financial goals.

Key Responsibilities
  • Conduct comprehensive financial analyses to understand clients' current situations and future objectives.
  • Provide expert guidance on investment strategies, tailored to individual clients' needs and preferences.
  • Help clients realize their long-term financial ambitions through effective financial planning.
  • Deliver exceptional client service, providing personalized financial guidance and support.
Requirements
  • At least 1-2 years of experience in Financial Services, Financial Planning, or Wealth Management.
  • Strong understanding of Wealth Management administration.
  • Ability to thrive in a fast-paced environment, delivering excellent client service.
  • Strong problem-solving skills and a passion for financial technology.

As a successful candidate, you will be rewarded with a competitive salary, pension, and other benefits in a dynamic and supportive company atmosphere.



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