RemotevilleRemote Financial Advisor Job in Swansea, Wales, UK CompuGain
Financial Advisor CompuGain
£ -
Attention To DetailBuild Strong RelationshipsBusiness DevelopmentBusiness GrowthCustomer Relationship ManagementFinanceFinancial GoalsFinancial PlanningMathematics
Mid-level (3-4 years) - Senior (5-8 years)
SwanseaWalesUK
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 analyse financial information and comply with regulations.
- Proficiency in MS Office and CRM systems.
- Strong ethics with a customer-oriented attitude.
- Outstanding communication skills with the 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 ensure clients meet their targets.
- Advise clients on current financial issues and make recommendations.
- Generate new business and build introducer relationships.
- Customise financial plans according to clients' changing needs.
- Build strong relationships to retain existing clients.
- Maintain and update knowledge of regulations practices 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
- Use of an industry leading brand
- Marketing support
- Attractive remuneration terms
- Paraplanning and admin support
- Market focused training provided
- Business and personal development
- Infrastructure to support all Advisers.
- National coverage
Company values
- Agility
- Innovation
- Client Focus
- Collaboration