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Financial Advisor - Liverpool

Posted 14 days ago

  • Aintree, Merseyside
  • Permanent
  • £50,000 to £65,000 /Yr
  • Sponsored
  • Expires In 14 days
Financial Advisor - Liverpool
What's in it for you:
  • �50,000 - �65,000pa
  • Ongoing professional development and training
  • Supportive and collaborative work environment
  • Opportunities for career progression
NMS Recruit is partnering with a highly respected Financial Services firm based in Manchester to secure a Financial Advisor. This is a full-time opportunity for a strategic financial leader.
People have previously described this business as career-defining. The support and growth opportunities here, we have never seen elsewhere. If you are looking to join a business that promotes internal progression and puts 110% into its staff, this is it.
Key Responsibilities:
  • Build strong relationships with clients by understanding their financial needs and objectives.
  • Provide comprehensive financial planning advice, including investments, pensions, protection, and retirement planning.
  • Conduct financial needs assessments and create tailored recommendations.
  • Deliver exceptional customer service and maintain regular client contact.
  • Keep up to date with financial market trends and regulatory changes.
  • Contribute to the growth of the business through client referrals and new business development.
Required Skills and Experience:
  • Relevant financial qualifications (Level 4 Diploma in Financial Planning and Management or equivalent).
  • Proven track record in the financial services industry.
  • Excellent communication and interpersonal skills.
  • Strong analytical and problem-solving abilities.
  • Ability to build trust and rapport with clients.
If you are a highly motivated and results-oriented finance professional with a passion for driving business growth, we encourage you to apply.
To apply, please send your CV and cover letter to dan . jones @ nmsrecruit . com
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