Qualified Financial Advisor
Skills
Analytical SkillsClient RelationsEconomicsFinanceFinancial PlanningFinancial SalesInvestment Sales
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Degree or equivalent in business, finance, or economics
- Service focused with strong numerical and analytical skills
- UK level 4 advisory qualified or aspire to achieve this
- Understanding of investments, bonds or pension products advantageous
- Professional team player with strong judgement skills
- Ambition, hunger for success, and target-driven
Nice to have
- Strong sales track record
- Experience with high net worth clients
Day to day
- Build and develop a bank of wealth management clients.
- Manage and support a portfolio of clients, building strong relationships.
- Deliver needs-based solutions through effective communication and influencing.
Hiring process
- Submit resume
- Initial interview
- Final interview
- Job offer