Financial Advisor - St Albans, United Kingdom - Independent Resourcing Consultancy

Independent Resourcing Consultancy

Verified Company

St Albans, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Financial Advisor:

Job Reference: 1137

Date Posted: 19 March 2024

Responsibilities:

Conduct comprehensive financial assessments for clients to understand their needs, goals, and risk tolerance.
Provide tailored financial advice and recommend suitable investment strategies, products, and services.
Manage and nurture client relationships to ensure satisfaction and retention.
Develop a deep understanding of financial markets, products, and industry trends to stay informed and offer informed advice.
Utilize a combination of warm leads, cold leads, and Self-Generated Market Fund (SMF) leads to maximize client acquisition.
Effectively communicate complex financial concepts to clients in a clear and understandable manner.
Collaborate with the team to achieve overall business objectives and contribute to a positive working environment.
Keep abreast of industry regulations and compliance standards.

Qualifications:

Proven experience as a Financial Advisor in the UK financial market.
Relevant financial qualifications (e.g., CISI, CII, or equivalent).
Strong understanding of financial products, investment strategies, and market trends.
Excellent interpersonal and communication skills.
Selfmotivated and targetdriven.
Existing client portfolio or ability to build and maintain one.

Remuneration:

- £50,000 basic salary.