Employed Financial Adviser UK Wide
你是否是经验丰富的财务规划者，正在寻找新的挑战？你是否在寻找能够为你提供专业领域支持和访问 NW 客户的环境？如果你对上述任何或所有问题都回答"是肯定的",那么你正是我所寻求的人！要求责任：· 为客户提供金融计划支持 ·向各种客户提供全面的财务咨询 · 支持投资专业人员培养客户关系技能 ·理解复杂信息 ·分析财务数据 ·团队建设 - 合作 · 兼容性 · 熟练度 · 专业知识 - 可适应性 · · 调查和分析 - 客户的机密性 · 听取与沟通 - 记录管理 · 财务咨询学位 · 一些行业销售经验 · 对投资业务的强烈了解 · 优秀的人际技能 资格：· 金融咨询学位 · 产业销售专业 • 对于投资业绩的强烈理解 · 优质人际技能 收益 · 完整行政服务 · 全面计划支持 · 发展支持实现受理地位 · 提供客户 · 薪酬范围£40,000至£50,000 原始地在喜马拉雅山上发布
查看英文原文
ARE YOU AN EXPERIENCED FINANCIAL PLANNER WHO'S LOOKING FOR A NEW CHALLENGE? ARE YOU LOOKING FOR AN ENVIRONMENT THAT CAN PROVIDE YOU WITH DEDICATED FIELD SUPPORT AND ACCESS TO HNW CLIENTS?
If you've answered 'yes' to any or all of the above, then you are EXACTLY who I am looking for!
Requirements
Responsibilities:
- Provide Financial Planning support to clients
- Provide full holistic financial advice to a varied range of clients
- Support investment professionals to cultivate client relationships
Skills
- Understanding complex information - Analysing financial data
- Team building - Collaboration
- Consistency - Proficiency
- Professionalism - Adaptability
- Research and analysis - Client confidentiality
- Listening and communication - Record keeping
- Diploma in Financial Advice
- Some Industry Sales experience
- Strong understanding of the investment business
- Excellent interpersonal skills
Qualifications:
- Diploma in Financial Advice
- Some Industry Sales experience
- Strong understanding of the investment business
- Excellent interpersonal skills
Benefits
- Full Administration Service
- Full Paraplanning Support
- Development support to achieve Chartered status
- Client provided
- Salary range £40,000 to £50,000
Originally posted on Himalayas