Financial Advisor - Southampton, United Kingdom - Reed Insurance

Reed Insurance
Reed Insurance
Verified Company
Southampton, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

Our client is looking for a result driven financial advisor with excellent interpersonal skills to meet with clients and actively engage with them.

This will be an employed role.


Having had an appointment made for you, you will provide a complete service to existing clients and assist them in moving their current investments, where appropriate, to new proposition.


About the job:


  • Establish, develop and maintain positive business and client relationships.
  • Present, promote and show the benefits of the new proposition on a none advised basis to our clients.
  • Perform a cost benefit and needs analysis comparison of the clients existing investments against the new proposition, ensuring the client has sufficient information to make an informed decision.
  • Expedite the client journey.
  • Achieve agreed targets and outcomes.
  • Supply management reports
  • Continuously improve through feedback

About you:


  • Excellent knowledge of MS Office
  • Highly motivated and target driven.
  • Excellent negotiation, communication and organizational skills
  • Knowledge of PipeDrive is an advantage.
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