Prestige Recruitment Group
Location
Liverpool | United Kingdom
Job description
Client Services Advisor
Liverpool
Salary: Depending on Experience
A leader in the Financial Services sector, is looking for a passionate and knowledgeable Financial Services individual. The successful candidate will experience the satisfaction of helping them realise their long-term financial ambitions and working alongside a Financial Advisor.
Responsibilities
- Conduct a comprehensive analysis of clients' personal finances, current situation and future goals.
- Assist clients on the most effective investments, taking their individual preference and goals into account.
- Help clients realise their long-term financial ambitions.
- Provide personal financial guidance services.
Skills and Experience
- At least three 1-2yrs experience in a Financial Services, Financial Planning/Wealth Management.
- or a Degree-level qualification or equivalent in Business Economics, Mathematics, Finance or similar.
- Excellent understanding of IFA Administration
- Ability to operate in a demanding environment with a focus on delivering excellent client services.
- Strong problem-solving skills and a vested interest in financial technology.
As a successful candidate, you will be rewarded with a competitive salary, pension and other work perks in a warm and welcoming company atmosphere. You will have the chance to make a real difference in the lives of your clients, working alongside a close-knit and friendly team.
We invite interested candidates to apply now.
Job tags
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