Strategic Financial Adviser: Grow Clients & Investments

Artemis Recruitment Consultants Ltd; Remote; GBP 30,000 - 60,000; Full time

Job summary

A reputable financial services firm in the United Kingdom is seeking a Financial Adviser to provide clients with strategic financial guidance. The role requires proven experience in financial advising, excellent communication skills, and the ability to analyze market data. Candidates should have a finance-related degree and relevant financial qualifications. This position promises opportunities for client relationship development and sales growth.

Qualifications

• Proven working experience as a Financial Adviser or relevant experience.
• Track record of successful financial guidance.
• Ability to analyze market’s financial data and provide appropriate data-based advice.

Responsibilities

• Provide strategic advice across a variety of financial products and services.
• Assess client’s overall financial picture and develop a financial plan.
• Guide clients towards profitable financial decisions.
• Network to generate leads and meet sales quotas.
• Comply with all industry rules and regulations.

Skills

Financial guidance

Client relationship building

Market analysis

Negotiation skills

Presentation skills

Attention to detail

Education

Degree in Finance or related field

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

Tools

Database systems

Job description

A reputable financial services firm in the United Kingdom is seeking a Financial Adviser to provide clients with strategic financial guidance. The role requires proven experience in financial advising, excellent communication skills, and the ability to analyze market data. Candidates should have a finance-related degree and relevant financial qualifications. This position promises opportunities for client relationship development and sales growth.