RemotevilleRemote Financial Advisor Job in Greater London, UK CompuGain
Financial Advisor CompuGain
£ -
Attention To DetailBuild Strong RelationshipsBusiness GrowthCustomer Relationship ManagementFinanceFinancial GoalsFinancial PlanningMathematicsRegulatory Compliance
Junior (1-2 years) - Expert (9+ years)
Greater LondonUK
Deliver game-changing modern applications with Unisys
240+ employees
Cloud ComputingData AnalysisSaaSEnterprise
Open for applications
Role
Who you are
- Proven experience as a financial planner
- Ability to analyze financial information and comply with regulations
- Proficiency in MS Office and CRM systems
- Attention to detail and strong math skills
- Strong ethics and a customer-oriented attitude
- Outstanding communication skills and ability to foster long-term relationships
- Diploma in Financial Services
What the job involves
- Ensure clients make wise and profitable financial decisions
- Prepare sound financial plans to meet client targets
- Advise on current financial issues and make recommendations
- Generate new business and build introducer relationships
- Customize plans as per clients’ changing needs
- Build and retain strong client relationships
- Maintain up-to-date knowledge of regulations and financial products
Company
Company mission
CompuGain, now part of Unisys, focuses on delivering agile cloud migration, application modernization, and maximizing data value for clients. Their mission is to enhance client experiences through innovative technology solutions that drive efficiency and effectiveness in a rapidly changing digital landscape.Company benefits
- Financial Support
- Pre-qualified lead generation
- Industry leading brand use
- Marketing support
- Attractive remuneration terms
- Paraplanning and admin support
- Market focused training
- Business and personal development
- Infrastructure support enhancing income
- National coverage
- Great opportunities for earning maximisation
Company values
- Agility
- Innovation
- Client Focus
- Collaboration