Financial Adviser
Financial Adviser
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Job Description
Job brief
We are looking for a Financial Adviser to act as an intermediary between our company and customers. You will provide 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 (debt management cash management insurance coverage investments)
- Assess the 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 winwin 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 values 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 analyze market’s financial data and to provide appropriate databased 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)
- BS degree in Finance or related field
Skills
controller, planner, specialist , financial modeling, financial service recognition, financial reporting, documentation and specification skill, document management
Employment Type
Full Time
