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Remote Financial Advisor Job in Derby, UK DeepL

Financial Advisor DeepL
Attention To DetailBuild Strong RelationshipsBusiness GrowthCustomer Relationship ManagementFinanceFinancial GoalsFinancial InstrumentsFinancial PlanningMathematics
Entry-level/graduate - Junior (1-2 years)
DerbyUK


Connect and scale your business globally with DeepL’s human-sounding AI translator and writing tools. 🌏 💬
1215+ employees
Artificial Intelligence


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, with a customer-oriented attitude
  • Outstanding communication skills and ability to foster long-term relationships
  • Diploma in Financial Services


What the job involves

  • Ensuring clients make wise and profitable decisions to meet their financial goals
  • Preparing sound financial plans for clients to meet their targets
  • Advising clients on current financial issues and making recommendations
  • Generating new business and building introducer relationships
  • Customizing financial plans according to clients’ changing needs
  • Building strong relationships to retain existing clients
  • Maintaining and updating knowledge of regulations, practices, and financial products

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Company


Company mission

Since 2017, we’ve helped businesses and individuals thrive with the use of our AI translator. Our team of engineers, researchers, and language specialists has only expanded, enabling us to create even more solutions and tools to help you and your team succeed. With 30+ languages and counting, our portfolio of products includes a web translator, browser extensions, desktop and mobile apps, an API, and an AI writing tool, DeepL Write. We are constantly expanding our offerings to suit your organization’s needs, continuously improving our technology while leading the way in AI sphere, and always prioritizing data protection and security.



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
  • An infrastructure to fully support all Advisers delivering a first-class service to clients


Company values

  • Innovative
  • Diverse
  • Client-centered
  • Security-focused


Company HQ

Cologne


Founders

DeepL (Team)
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