Employed Financial Advisor - Leeds, United Kingdom - Templegate

Templegate

Verified Company

Leeds, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

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