Remoteville

Remote Financial Advisor Job in Llandudno, Wales, UK CompuGain

Financial Advisor CompuGain
Attention To DetailBuild Strong RelationshipsBusiness DevelopmentBusiness GrowthCustomer Relationship ManagementFinanceFinancial GoalsFinancial PlanningMathematics
Junior (1-2 years) - Senior (5-8 years)
LlandudnoWalesUK


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
  • Strong ability in analyzing financial information and complying with regulations
  • Proficient in MS Office and CRM systems
  • Exemplary attention to detail and strong math skills
  • Strong ethics with 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 decisions to meet their financial goals
  • Prepare sound financial plans to help clients meet their targets
  • Advise on current financial issues and recommend solutions
  • Generate new business and build introducer relationships
  • Customize financial plans according to clients' changing needs
  • Build and maintain strong relationships to retain existing clients
  • Stay informed on regulations practices and financial products

Share this job

Hide company

More jobs at CompuGain

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 for Advisers
  • National coverage


Company values

  • Agility
  • Innovation
  • Client Focus
  • Collaboration


Company HQ

Blue Bell
;