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Financial Services Advisor

Posted on Jan 31, 2019 by Anonymous

Peterborough, Cambridgeshire United Kingdom
Accountancy
Immediate Start
Annual Salary
Full-Time
I am working with a reputable and expanding business who are seeking a FSA to take on an existing portfolio of clients, but also take on new business. You will hold the relevant qualification and able to travel to meet with clients face to face.

Key tasks will include;

Meet with clients to understand financial circumstances

Complete risk analysis

Research the financial marketplace and advice clients on products and services

Prepare financial plans

Provide clients with updates on performance

Promote and sell financial products

Negotiate with suppliers to secure the best rates

Ensure you keep up to date on the latest financial legislation and newest products to market

My client is looking for a candidate who has completed their CBI/CISI/CII for this position. Please contact Jenny Tod on (phone number removed) or

Reference: 635403102

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