Financial Consultant Position
This is a full-time, remote working position that requires a strong background in financial services and excellent communication skills.
As a Financial Consultant, you will be responsible for offering financial advice to self-employed clients, focusing on pension, savings, and investments products.
* Conduct comprehensive financial assessments for clients
* Develop customized financial plans tailored to each client's needs
* Provide ongoing financial guidance and investment management services
* Stay updated on market trends and regulatory changes
* Maintain accurate records of client interactions and comply with relevant regulations
* Certification as a QFA or equivalent preferred
* Minimum 2 years of experience in financial advising, with a focus on mortgages, pensions, and investments
* In-depth understanding of financial products, regulations, and lending criteria
* Ability to assess clients' financial situations and recommend suitable financial options
* Strong communication and negotiation skills
This role offers the opportunity to work remotely. If you are a motivated and detail-oriented individual with a passion for finance, we encourage you to apply.