Financial Services Specialist

4 weeks ago


Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time

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.
Requirements and Skills
  • 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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