We are looking for a financial adviser to act as an intermediary between our company and customers.
You will provide to our clients financial guidance and make recommendations on how to best utilize their money.
The ideal candidate will be able to research marketplace on available products and services, identify customers’ needs, design financial strategies and close a sale.
Provide strategic advice across a variety of financial products and services
Assess client’s overall financial picture, understand their needs and develop a solid financial plan
Guide clients towards a profitable and secure financial decision
Cultivate client base and build win-win relationships
Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas
Keep abreast of new industry’s 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, valuers and other professionals
Proven working experience as a financial adviser, controller, planner, specialist or relevant experience
Track record of successful financial guidance
Ability to analyse market’s financial data and to 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
GBP 42000 to 47000 per year