Our client, a rapidly growing financial services firm, is seeking an experienced financial adviser to join their dynamic team. In this role, you’ll work closely with clients, providing expert guidance on managing their finances through strategic cashflow planning and offering ongoing, reliable support. The ideal candidate will have a strong ability to understand client needs and recommend the most suitable products and services to achieve their financial goals. Our client offers a fantastic company culture, complete with modern offices, annual events, and a collaborative environment that prioritises employee satisfaction and growth. This is an exciting opportunity to join a firm that’s making a real impact!, * Arranging client appointments
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Managing and maintaining client relationships
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Growing a successful client book
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Conducting annual client reviews
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Maintaining high professional standards
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Level 4 Diploma
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Excellent communication, interpersonal and listening skills
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The capability to explain complex information simply and clearly
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The ability to network and establish relationships with clients
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A target-driven mindset
Contact Detail:
GCB Recruitment Recruiting Team