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Financial Services Advisor
3 weeks ago
Financial Services Advisor
\We are currently seeking a qualified Financial and Mortgage Advisor to provide expert financial advice to our clients. The ideal candidate will possess a strong background in financial services, with a focus on pension, savings, investments, and mortgage-related matters.
Responsibilities:
\- Conduct comprehensive financial assessments for clients.
- Develop tailored financial plans.
- Provide ongoing financial guidance and investment management services.
- Stay updated on market trends and regulatory changes.
- Maintain accurate records of client interactions and comply with regulatory requirements regarding client documentation and disclosures.
Qualifications and Skills:
\- Certification as a QFA or equivalent is preferred.
- At least 2 years of experience in financial advising, with a focus on mortgages, pensions, and investments.
- In-depth understanding of financial products, regulations, and lending criteria.
- Ability to assess clients' financial situations and recommend suitable financial options.
- Strong communication and negotiation skills to guide clients through the mortgage process.
Benefits:
\The salary package includes a competitive base salary, performance-based bonuses, pension, income protection, medical coverage, and generous holiday allowance.
