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Financial Adviser job description

A Financial Adviser is a professional who provides strategic advice on a range of financial products and services. They assess clients’ financial situations, develop personalized financial plans, and guide them in making profitable and secure decisions.

Eleni Kourmentza
Eleni Kourmentza

Eleni, ex-People Ops Manager at Workable, excelled in recruitment, lifecycle management, and employer branding.

This Financial Adviser job description template is optimized for posting in online job boards or careers pages and easy to customize for your company.

What is a Financial Adviser?

A Financial Adviser is a professional who provides strategic advice on financial products and services, helping clients make informed decisions to best utilize their money and achieve their financial goals. They analyze clients’ overall financial picture, assess their needs, and develop customized financial plans to guide their financial journey.

What does a Financial Adviser do?

A Financial Adviser assesses clients’ financial situations, offers strategic advice on various financial products and services, and develops personalized financial plans. They guide clients towards profitable and secure financial decisions, cultivate client relationships, and stay updated on industry trends. They also network, generate leads, and sell financial products such as mutual funds, stocks, and bonds to meet sales targets.

Financial Adviser responsibilities include:

  • Providing strategic advice across a variety of financial products and services
  • Assessing client’s overall financial picture, understand their needs and develop a solid financial plan
  • Guiding clients towards a profitable and secure financial decision

fiancial adviser job description

Job brief

We are looking for an experienced Financial Adviser to join our team and serve as a valuable intermediary between our company and clients.

Your role will involve providing comprehensive financial guidance and offering tailored recommendations to help clients maximize their financial potential. You will be responsible for conducting thorough market research, understanding clients’ individual needs, and designing effective financial strategies.

Additionally, you will play a key role in closing sales and building long-term relationships with clients. The ideal candidate will possess strong analytical skills, excellent communication abilities, and a deep understanding of financial products and services.

Join us and help clients make informed financial decisions for a secure future.

 

Responsibilities

  • Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
  • Assess client’s overall financial picture, understand their needs and develop a solid financial plan
  • Guide clients towards a profitable and secure financial decision
  • Cultivate client base and build win-win relationships
  • Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas
  • Keep abreast of new industry’s trends and research market to back up financial consulting
  • Oversee the course of the financial plan and update it, if necessary, to ensure profits
  • Comply with all industry rules and regulations
  • Liaise with providers, solicitors, valuers and other professionals

Requirements and skills

  • Proven working experience as a Financial Adviser, Controller, Planner, Specialist or relevant experience
  • Track record of successful financial guidance
  • Ability to analyse market’s financial data and to provide appropriate data-based advice
  • Strong communication, negotiation and presentation skills
  • Accuracy, attention to detail and the ability to explain complex information clearly and simply
  • Excellent PC knowledge and ability to operate database systems
  • Current certificate of qualifications (FCA, CII, DipFA, CISI or other)
  • BS degree in Finance or related field

Frequently asked questions

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