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Financial Services Specialist
2 weeks ago
Job Description:
We are seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing financial advice to clients, with a specialized focus on pension, savings, investments, and mortgage-related matters.
Responsibilities:
- Conduct comprehensive financial assessments for clients.
- Develop customized 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 preferred.
- 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.
Salary and Benefits:
The salary is open to negotiation and will incorporate a base salary with additional bonuses related to performance along with pension, income protection, medical, and 22 days of holiday leave.
