Financial Services Advisor – Plan, Invest & Grow

Jeffehrhardt; Manchester; On-site; GBP 74,000 - GBP 113,000; Full time

Job summary

A leading financial services agency in the United Kingdom is seeking a Financial Services Representative. In this full-time role based in Manchester, you will market financial products and provide consultative assistance to customers. Your role will involve financial planning, portfolio management, and ensuring compliance with regulations. Strong analytical and communication skills, along with a Series 6, 63, and 65 license, are essential. Competitive salary and excellent benefits offered.

Benefits

401(k) matching

Bonus based on performance

Health insurance

Paid time off

Vision insurance

Qualifications

• 3+ years of experience in financial services.
• Strong analytical and communication skills.
• Licensed to sell financial products (Series 6, 63, 65).

Responsibilities

• Consult customers with financial planning and investment options.
• Assist customers with portfolio management and asset allocation.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

Skills

Analytical skills

Communication skills

Education

Series 6, 63, and 65 licensed

Job description

A leading financial services agency in the United Kingdom is seeking a Financial Services Representative. In this full-time role based in Manchester, you will market financial products and provide consultative assistance to customers. Your role will involve financial planning, portfolio management, and ensuring compliance with regulations. Strong analytical and communication skills, along with a Series 6, 63, and 65 license, are essential. Competitive salary and excellent benefits offered.