Graduate Financial Planner

Agility Resoucing; England; On-site; GBP 25,000 - 35,000; Full time

Job summary

A financial services firm in the United Kingdom is looking for a Graduate Financial Adviser to provide specialist advice to clients on managing their finances. This role includes researching the market, setting up meetings with clients, and promoting financial products. Ideal candidates will have a 2:1 or above in a relevant degree and strong communication skills.

Qualifications

• Excellent communication, interpersonal and listening skills are essential.
• Capability to explain complex financial information simply and clearly.
• Ability to network and establish relationships with clients.

Responsibilities

• Contact clients and set up meetings.
• Conduct in-depth reviews of clients' financial circumstances.
• Research the marketplace and provide clients with information on products.

Skills

Excellent communication skills

Interpersonal skills

Research and analytical skills

Negotiation and influencing skills

Self-motivation

Education

2:1 or above in accountancy, business, Maths, Economics

Job description

Location

United Kingdom,Cheshire

Job Type

Permanent

Description

We are looking for a Graduate Financial Adviser to help provide clients with specialist advice on how to manage their money. The role involves researching the marketplace and recommending the most appropriate products and services available, ensuring clients are aware of and understand products that best meet their needs, and then securing a sale.

Responsibilities you will be learning and helping with

• contacting clients and setting up meetings
• conducting in-depth reviews of clients' financial circumstances
• researching the marketplace and providing clients with information on new and existing products & services
• reviewing and responding to clients changing needs and financial circumstances
• promoting and selling financial products to meet given or negotiated sales targets
• negotiating with product suppliers for the best possible rates
• communicating with other professionals, such as estate agents, solicitors
• contacting clients with news of new financial products

Must have a 2:1 or above in any of the following degree subjects

• accountancy, business, Maths, Economics

You will need to show evidence of the following

• excellent communication, interpersonal and listening skills
• capable to explain complex information simply and clearly
• the ability to network and establish relationships with clients
• research and analytical skills
• negotiation and influencing skills as well as determination and tenacity
• the ability to work in a team
• self-motivation and organisaion
• an appropriate level of numeracy and IT skills

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