Self-employed Financial Adviser
Skills
Attention To DetailFinanceFinancial AdvisoryFinancial GoalsFinancial InstrumentsFinancial PlanningInvestments
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Level 4 qualification completed
- Interest in joining as a self-employed financial adviser
- Hard working and driven
- Excellent work ethic
- Good attention to detail
- Strong maths skills
- Ability to analyse financial information
- Trustworthy and can manage money within rules and regulations
- Experienced in MS Office
- Worked with data management systems
- Ethically minded
- Great communication skills
- Enjoy building relationships
Nice to have
- Excellent work ethic
- Attention to detail
- Strong maths skills
- Trustworthy
- Experienced in MS Office
- Ethically minded
- Great communication skills
Day to day
- Generating new client opportunities
- Ensuring clients make wise and profitable decisions to meet their financial goals
- Preparing sound financial plans to ensure clients meet their targets
- Advising clients on current financial issues and making recommendations
- Generating new business and building introducer relationships
- Customising financial plans according to clients’ changing needs
- Building relationships to retain clients
- Maintaining knowledge of regulations, practices, and products
Hiring process
- Apply below to receive a webinar invite
- Learn more about what we offer
- Understand the next steps