Independent Financial Advisor
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بالمتابعة، فإنك توافق على الشروط & سياسة الخصوصية.
ResponsibilitiesYou will provide strategic advice across a variety of financial products and servicesYou will assess client s overall financial picture understand their needs and develop a solid financial planGuide clients towards a profitable and secure financial decisionKeep abreast of new industry s trends and research the market to back up financial consultingOversee the course of client s financial plan s and update it if necessary to ensure profitsComply with all industry rules and regulationsQualificationsIdeally be UK level 4 qualified, or be prepared to achieve this industry benchmark2 years+ proven working experience as a financial advisor working on a commission only basisProven working experience as an investment adviserStrong communication, negotiation and presentation skillsTrack record of successful financial guidance in previous rolesExcellent PC knowledge and ability to operate database systemsVery competent in spoken and written business English
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