Finance Head jobs in United Kingdom
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Client-Centric Financial Advisor II
Job summary
A leading financial institution in Peterborough seeks a dedicated client advisor to engage with clients, understand their needs, and provide tailored financial solutions. The ideal candidate will possess a Mutual Funds License and have a minimum of one year of client experience. Responsibilities include leveraging technology to enhance client service and building strong relationships within the community. The role offers competitive compensation and benefits, including a defined benefit pension plan and opportunities for professional growth.
Benefits
Qualifications
- 1+ years of experience working with clients and achieving sales results.
- Current accreditation as a certified professional.
- Strong network building and client relationship skills.
Responsibilities
- Meet with clients to understand their needs and advise on financial solutions.
- Engage in marketing and outreach activities.
- Introduce clients to mobile banking applications and technology tools.
Skills
Education
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.