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As a Financial Adviser, your responsibility includes act as an intermediary between our company and customers. More about this role:
✓ Assess client’s overall financial picture, understand their needs and develop a solid financial plan.
✓ Guide clients towards a profitable and secure financial decision.
✓ Cultivate client base and build win-win relationships.
✓ Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments).
✓ Oversee the course of the financial plan and update it, if necessary, to ensure profits.
✓ Comply with all industry rules and regulations.
✓ Liaise with providers, solicitors, valuers and other professionals.
✓ BS degree in Finance or related field.
✓ Proven working experience as a financial adviser, controller, planner, specialist or relevant experience.
✓ Track record of successful financial guidance.
✓ Ability to analyse market’s financial data and to provide appropriate data-based advice.
✓ Strong communication, negotiation and presentation skills.
✓ Accuracy, attention to detail and the ability to explain complex information clearly and simply.
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