Financial Services Specialist
4 weeks ago
Artemis Recruitment Consultants Ltd is seeking a Financial Services Specialist 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 include researching the marketplace on available products and services, identifying customers' needs, designing financial strategies, and closing sales.
Key Responsibilities- Provide strategic advice across a variety of financial products and services, including debt management, cash management, insurance coverage, and investments.
- Assess clients' overall financial picture, understand their needs, and develop a solid financial plan.
- Guide clients towards a profitable and secure financial decision.
- Cultivate a client base and build win-win relationships.
- Network, generate leads, and grab opportunities to sell funds, stocks, and bonds to meet sales quotas.
- Keep abreast of new industry trends and research the 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, valuers, and other professionals.
- Proven working experience as a Financial Adviser, Financial Planner, or relevant experience.
- Track record of successful financial guidance.
- Ability to analyse market 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.
Please email your CV to the relevant contact.
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Financial Services Specialist
4 weeks ago
Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking a Financial Services Specialist to provide expert guidance to clients on financial products and services. The ideal candidate will have a proven track record of successful financial guidance and be able to analyse market data to provide data-based advice.Key Responsibilities:Provide strategic advice on financial...
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Financial Services Specialist
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