Growth-Focused Financial Adviser - Newcastle/Vryheid

Old Mutual Limited; Newcastle upon Tyne; On-site; GBP 30,000 - 45,000; Full time

Job summary

A prominent financial services company in the United Kingdom seeks an Advancing Financial Adviser to provide comprehensive financial advice and manage client relationships. Candidates should possess at least a Matric qualification and a year of experience in financial services. Key competencies include consultative selling and excellent communication skills. The role also demands a valid driver's license and the ability to analyze customer needs to translate them into sales opportunities. This position aims to enhance client trust and satisfaction.

Qualifications

• A minimum of Matric or equivalent is required.
• 12 months' financial services experience as a Financial Adviser.
• Completion of Long-term Insurance Class of Business.

Responsibilities

• Provide comprehensive financial advice to clients.
• Translate customer engagements into sales.
• Analyze and synthesize information to meet customer needs.

Skills

Consultative Selling

Customer Service

Oral Communications

Sales Data Management

Education

NQF Level 4 - Grade 12

Job description

A prominent financial services company in the United Kingdom seeks an Advancing Financial Adviser to provide comprehensive financial advice and manage client relationships. Candidates should possess at least a Matric qualification and a year of experience in financial services. Key competencies include consultative selling and excellent communication skills. The role also demands a valid driver's license and the ability to analyze customer needs to translate them into sales opportunities. This position aims to enhance client trust and satisfaction.