Financial Adviser
Virtuoso Advisory Limited
London, UK
1d ago

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.

Responsibilities

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

Requirements

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

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