Financial Adviser (Qualified) - Leeds

, , Financial Adviser (Qualified) - Leeds - Artemis Recruitment Consultants
Financial Services
Leeds
26/07/#####
Type of Position: Financial Adviser (Qualified) - LeedsPay: £30k + Bonus
Financial Adviser (Qualified) - LeedsOur 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.ResponsibilitiesProvide 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 planGuide clients towards a profitable and secure financial decisionCultivate client base and build win-win relationshipsNetwork, generate leads and grab opportunities to sell funds, stocks, bonds etc to meet sales quotasKeep abreast of new industry’s trends and research market to back up financial consultingOversee the course of the financial plan and update it, if necessary, to ensure profitsComply with all industry rules and regulationsLiaise with providers, solicitors, valuers and other professionalsRequirements and skillsProven working experience as a Financial Adviser, Financial Planner or relevant experienceTrack record of successful financial guidanceAbility to analyse market’s financial data and to provide appropriate data-based adviceStrong communication, negotiation and presentation skillsAccuracy, attention to detail and the ability to explain complex information clearly and simplyExcellent PC knowledge and ability to operate database systemsCurrent certificate of qualifications (FCA, CII, DipFA, CISI or other)Degree in Finance or related field preferable Please email your CV to #####
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