Financial Adviser
1 day ago
We are seeking a dynamic and experienced Financial Adviser to join our team at CleverHR. As a Financial Adviser, you will be responsible for providing high-quality financial advice to our clients, helping them achieve their financial goals and objectives.
Key Responsibilities:- Provide comprehensive financial advice to clients, including investment, retirement, and estate planning.
- Conduct thorough research and analysis to identify suitable financial solutions for clients.
- Develop and maintain strong relationships with clients, providing ongoing support and guidance.
- Stay up-to-date with industry developments and regulatory changes, ensuring compliance with relevant laws and regulations.
- Collaborate with other team members to achieve business objectives and deliver exceptional client service.
- Level 4 Diploma in Financial Planning (or equivalent)
- Proven experience in financial services, with a strong understanding of financial products and regulations.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Strong analytical and problem-solving skills, with the ability to conduct thorough research and analysis.
- Ability to work in a fast-paced environment, prioritizing tasks and managing multiple projects simultaneously.
- Competitive salary and bonus structure
- Opportunities for professional development and career advancement
- Collaborative and supportive team environment
- Flexible working arrangements, including remote work options
- Access to industry-leading training and development programs
We are an equal opportunities employer and welcome applications from diverse candidates. If you are a motivated and experienced Financial Adviser looking for a new challenge, please submit your application.
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