Financial Adviser - Chelmsford

Artemis Recruitment Consultants Ltd; Chelmsford; Hybrid; GBP 35,000 - 45,000; Full time

Job summary

A leading company in the financial sector is seeking a Financial Adviser based in Chelmsford. The role requires providing clients with financial guidance, assessing their needs, and developing strategic plans to enhance their financial success. Ideal candidates will have a strong record in financial advisory, excellent analytical skills, and relevant qualifications.

Qualifications

• Proven working experience as a Financial Adviser or Financial Planner.
• Track record of successful financial guidance.
• Excellent PC knowledge and ability to operate database systems.

Responsibilities

• Provide strategic advice across a variety of financial products and services.
• Assess client’s overall financial picture and develop a solid financial plan.
• Network and generate leads to sell financial products.

Skills

Communication

Negotiation

Presentation

Analytical skills

Attention to detail

Education

Degree in Finance or related field

Current certificate of qualifications (FCA, CII, DipFA, CISI or other)

Job description

Type of Position: Financial Adviser - Chelmsford
Pay: £35k - £45k

Financial Adviser - Chelmsford

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.

Responsibilities

- 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

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’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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