
Financial Services Expert
2 days ago
We are seeking a skilled and ambitious professional to join our team as a Financial Advisor.
About the RoleThis position offers an exciting opportunity for individuals who want to develop their skills in investment strategy, financial planning, and client relationships. The successful candidate will be responsible for:
- Developing and maintaining strong relationships with corporate and individual clients
- Providing expert advice on investment strategy, fund research, and manager selection
- Collaborating with colleagues to deliver high-quality services to clients
- Preparing comprehensive reports and presentations for clients, highlighting key findings and recommendations
The ideal candidate will have excellent communication and interpersonal skills, a strong understanding of financial markets and instruments, and the ability to work effectively in a fast-paced environment.
RequirementsTo be successful in this role, you will need:
- A Bachelor's degree in a numerate or economic area
- Strong analytical and problem-solving skills
- Excellent presentation and communication skills
- Well-organised and detail-oriented
- Proficiency in Microsoft Office, particularly in Excel
We offer comprehensive training and support to help you achieve your career goals, including studying towards becoming a Qualified Financial Advisor (QFA) and/or a Chartered Financial Analyst (CFA).
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