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Financial Adviser - Chelmsford
Artemis Recruitment Consultants Ltd
Chelmsford
Hybrid
GBP 35,000 - 45,000
Full time
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Job summary
An innovative firm is seeking a dynamic Financial Adviser to join their team in Chelmsford. This hybrid role involves guiding clients through their financial journeys, providing tailored advice on a variety of financial products, and developing solid financial strategies. The ideal candidate will possess a strong background in financial advising, with proven success in client relationships and market analysis. If you are passionate about helping clients achieve their financial goals and thrive in a collaborative environment, this opportunity is perfect for you.
Qualifications
- Proven experience as a Financial Adviser or Planner with a successful track record.
- Ability to analyze financial data and provide clear, data-based advice.
Responsibilities
- Provide strategic advice on financial products and services to clients.
- Assess client’s financial situation and develop solid financial plans.
- Network and generate leads to meet sales quotas.
Skills
Education
Tools
Job description
Type of Position: Financial Adviser - Chelmsford
Pay: £35k - £45k
Our client is looking for a Financial Adviser to act as an intermediary between their company and customers. You will provide clients with financial guidance and make recommendations on how to best utilise their money. The ideal candidate will be able to research the marketplace on available products and services, identify customers’ needs, design financial strategies and close a sale.
This will be a hybrid working role from their office based in either Horsham or Chelmsford.
- Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
- 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 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, Financial Planner 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
- Current certificate of qualifications (FCA, CII, DipFA, CISI or other)
- Degree in Finance or related field preferable
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