Career Opportunities in Financial Services
3 days ago
We are currently seeking a highly skilled and experienced financial professional to join our team as a Financial Advisor. As a key member of our organization, you will play a vital role in providing expert advice to clients who are self-employed.
About the Role:
- Conduct thorough financial assessments for clients to identify their needs and goals.
- Develop customized financial plans that cater to each client's unique situation.
- Provide ongoing financial guidance and investment management services to help clients achieve their objectives.
- Stay up-to-date with market trends and regulatory changes to ensure your expertise remains current.
- Maintain accurate records of client interactions and comply with relevant regulations regarding client documentation and disclosures.
Requirements:
- Certification as a QFA or equivalent is required.
- A minimum of 3 years of experience in financial advising, with a focus on mortgages, pensions, and investments.
- An in-depth understanding of financial products, regulations, and lending criteria.
- The ability to assess clients' financial situations and recommend suitable financial options.
- Strong communication and negotiation skills to guide clients through the mortgage process.
This is an exciting opportunity for a motivated and customer-focused individual to join our team and make a meaningful contribution to the financial well-being of our clients.
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