Employed Financial Advisor - Leeds, United Kingdom - Templegate
Description
TEMPLEGATE RECRUITMENT
Financial Services Specialist Recruiters
Job Title:
Employed Financial Advisor
Location:
Leeds
Salary:
£40,000 Upwards (depending on experience and qualifications)
About the Company:
You will be working on behalf of a highly successful, IFA firm who provide comprehensive financial planning and investment advice, they are seeking a Professional Financial Advisor.
What Your Day to Day Duties Will Include Employed Financial Advisor:
- Meeting clients and discussing their finances and financial goals
- Researching financial products for clients and explaining their key features and benefits
- Negotiating better financial deals with providers on a client's behalf
- Researching financial law changes and economic trends
- Reporting their clients' financial results and investment progress
- Supporting investment professionals to cultivate client relationships
What is Needed to Be Considered Employed Financial Advisor:
- Must be Level 4 Diploma qualified
- Good customer service for pleasant and productive client interactions
- Verbal and written communication, including active listening, for determining client needs and reporting financial progress
- Negotiation skills for securing the best deals for clients
- Understanding of economics, accounting and other financial concepts
- Mathematics for developing sound financial strategies
- Computer literacy, including confidence using office and accounting programs
Job Types:
Full-time, Permanent
Salary:
From £40,000.00 per year
Work Location:
In person
Reference ID: 1549
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