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Preston

    Consultant - Financial Policy - Preston, Lancashire, United Kingdom - Artemis Recruitment Consultants Ltd

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    Description
    Financial Adviser (Qualified) - Cumbria - Artemis Recruitment Consultants Financial Services
    Financial Adviser (Qualified) - Cumbria

    Pay:
    £30k + Bonus
    Financial Adviser (Qualified) - Cumbria
    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.

    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
    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
    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
    Excellent PC knowledge and ability to operate database systems
    Degree in Finance or related field preferable
    Your Name (required)


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