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Financial Adviser
Skills
Analytical SkillsCoachingFinanceFinancial AdvisoryFinancial AnalysisFinancial PlanningFinancial Services
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Financial Adviser Experience
- Level 4 Qualified
- Level 4 and CAS Status minimum
- Strong understanding of the investment business
- Excellent interpersonal skills
- Works well within a team environment
Nice to have
- Enterpreneurial spirit
- Excellent interpersonal skills
- Works well within a team environment
Day to day
- Deliver personalized investment solutions to help clients work toward long-term financial goals
- Create financial plans and cross check work to ensure complete accuracy of information
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy