Financial Adviser (Qualified) - Cheshire

Artemis Recruitment Consultants Ltd; England; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading recruitment consultancy is seeking a qualified Financial Adviser in Cheshire. The role involves providing strategic financial advice, developing financial plans, and networking to generate sales. Ideal candidates should have proven experience, relevant qualifications, and strong communication skills.

Qualifications

• Proven experience as a Financial Adviser or Financial Planner.
• Successful track record of financial guidance.
• Ability to analyze market financial data for advice.

Responsibilities

• Provide strategic advice on financial products and services.
• Assess clients' financial pictures and develop solid financial plans.
• Cultivate a client base and build win-win relationships.

Skills

Communication

Negotiation

Presentation

Attention to detail

Education

Degree in Finance or related field

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

Tools

Database systems

Job description

Type of Position: Financial Adviser (Qualified) - Cheshire
Pay: £30k + Bonus

Financial Adviser (Qualified) - Cheshire

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.

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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